Make a Gift Before 2021
I try very hard not to be political in these blog posts. I also try not to speculate on what the government […]
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What is a Disclaimer Trust?
A Disclaimer Trust is a special type of trust often created under a Will (or as a sub-trust of a revocable living trust). In order […]
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2015 Update to Federal Estate Tax Exemption
Starting January 1, 2015, the federal estate and gift tax exemption will increase from $5,340,000 per person to $5,430,000. That is an […]
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Japanese Inheritance Tax vs. US Estate Tax (2014 Update)
BRIEF OVERVIEW OFJAPANESE INHERITANCE AND GIFT TAXESvs.AMERICAN ESTATE AND GIFT TAXES (2014 Update) I. Estate Taxes A. America 1. If the Decedent […]
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Gifting to Parents to Save on Capital Gains Taxes
As I gaze outside at yet another major snowstorm here in Mercer County, NJ and contemplate how nice it would be if […]
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Making a Year End Gift Before Going Over the Fiscal Cliff
Just a reminder, for the rest of this year, every US citizen and permanent resident alien has a $5,120,000 gift tax exemption. […]
Read moreThe Future of Estate Tax: Will “13” Prove To Be A Lucky Number?
In my blog post of November 12, 2010, I made reference to a dinner bet I made with my father as to […]
Read moreFederal Estate and Gift Taxation of Deathbed Gifts
Often times, a person who is on his or her deathbed will wish to make gifts to family members. Gifts are usually […]
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Deathbed Transfers in New Jersey
Often times, a person who is on his or her deathbed will make gifts to family members in an effort to reduce […]
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