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California
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Estate Taxes Archives

New estate tax proposal debated

A Congressional bill recently introduced would modify the manner in which we pay the federal estate tax. This would give taxpayers inheriting money the choice between paying the estate tax or, in the alternate, paying a small percentage of their gross income for a period of seven years or more.

Do estate taxes apply to me and can I avoid them? (2 of 2)

Welcome back. We are currently discussing methods of reducing or avoiding the federal estate tax, which applies to property that is passed to heirs upon death. The most important thing to point out is that estate taxes do not apply to everyone. In fact, 99.8 percent of estates are subject to the tax because of the high exemption that exists, according to the Center on Budget and Policy Priorities.

Do estate taxes apply to me and can I avoid them? (1 of 2)

Federal estate tax applies when property such as cash, stocks, real estate and other property is transferred from a deceased person to his or heirs. However, estate tax does not apply to everyone. In fact, only about two out of every 1,000 estates in the U.S. are subject to the tax because of the high exemption amount that exists, according to the Center on Budget and Policy Priorities.

A brief reflection on retirement planning and taxes 2

We are still talking about -- or, as a 12-year-old niece would say, still talking about -- sales tax and its impact on estate planning. We admit that 12-year-olds may not be the only ones that were hoping for more drama here -- trust us, if we could think of a way to incorporate a superhero, we would do it.

A brief reflection on retirement planning and taxes

Are there more taxes in retirement that are dreamt of in your estate plan? When we talk about planning for our golden years, we talk about sources of income and how to plan for emergencies. Many of us have sat through difficult dinner table conversations about additional care needs and how we want our final illness handled.

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