Estate Tax

Time Is Running Out, Set Up SLAT Soon

At midnight on December 31, 2012, more is going to happen than just the Times Square ball dropping and the calendar…

12 years ago

Formula Clause Is Problematic For Heirs And Surviving Spouse

Our California readers have no doubt heard of estate taxes. They are taxes which must be paid on inheritance amounts…

12 years ago

Ticktock, ticktock: $ 5.12 million exemption set to expire

What is a wealthy American to do? A temporary Internal Revenue Service tax exemption that was passed in 2010 is…

12 years ago

Do People Save or Spend Their Inheritances?

It is the rare person in California or anywhere who is glad to lose a parent or grandparent. However, a…

12 years ago

Estate Planning Lessons From Mike Wallace

None of us knows when we will die, other than the fact that we will die at some point. A…

13 years ago