Category: Gift Tax

October 19, 2020February 17, 2021Capital Gains Tax, Estate Tax, Federal Estate Tax, Gift Tax, Politics, Tax, Tax Planning

Make a Gift Before 2021

I try very hard not to be political in these blog posts. […]

October 2, 2018February 22, 2021Diclaimer, Estate Planning, Estate Tax, Federal Estate Tax, Gift Planning, Gift Tax, New Jersey

What is a Disclaimer Trust?

A Disclaimer Trust is a special type of trust often created under […]

November 17, 2014March 5, 2021Estate Tax, Gift Tax

2015 Update to Federal Estate Tax Exemption

Starting January 1, 2015, the federal estate and gift tax exemption will […]

August 8, 2014March 5, 2021Annual Exclusion, Citizen, Estate Planning, Federal Estate Tax, Gift Tax, Inheritance Tax (相続税）, International Tax Planning, Japan (日本）, Non-Citizen Spouse, Qualified Domestic Trust (QDOT), United States

Japanese Inheritance Tax vs. US Estate Tax (2014 Update)

BRIEF OVERVIEW OFJAPANESE INHERITANCE AND GIFT TAXESvs.AMERICAN ESTATE AND GIFT TAXES (2014 […]

February 13, 2014March 5, 2021Capital Gains Tax, Estate Planning, Estate Tax, Federal Estate Tax, Florida, Gift Planning, Gift Tax, New Jersey

Gifting to Parents to Save on Capital Gains Taxes

As I gaze outside at yet another major snowstorm here in Mercer […]

October 26, 2012November 11, 2020Estate Planning, Estate Tax, Gift Planning, Gift Tax

Making a Year End Gift Before Going Over the Fiscal Cliff

Just a reminder, for the rest of this year, every US citizen […]

July 29, 2011March 15, 2021Basis, Capital Gains Tax, Estate Administration, Estate Planning, Estate Tax, Gift Tax, Inheritance Tax (相続税）

Step-Up in Basis Rule — Common Mistakes

When a person sells property, that person has to pay a tax […]

June 23, 2011March 15, 2021Estate Planning, Federal Estate Tax, Generation Skipping Transfer Tax, Gift Tax, Politics

The Future of Estate Tax: Will “13” Prove To Be A Lucky Number?

In my blog post of November 12, 2010, I made reference to […]

May 27, 2011March 15, 2021Federal Estate Tax, Gift Planning, Gift Tax

Federal Estate and Gift Taxation of Deathbed Gifts

Often times, a person who is on his or her deathbed will […]