estate – Elite CPA Tax

Other firms give you a list but we give you a tool

By elitecpas | August 16, 2019 |

A list of your assets is great for estate planning but, in addition, what your heirs will appreciate is a map to find the items they need after you’re gone. This downloadable form (see the link at the bottom of the page) will not only make sure you have the vital estate documents but will…

Two words that can change your child’s inheritance

By elitecpas | December 17, 2012 |

Knowing a little Latin can save you a lot of money. In this case, a little Latin in not a short resident of Greece, but an important legal term that you may see in your will. The term per stirpes, along with its legal cousin, per capita, refers to how an estate is passed along…

The state of estate tax

By elitecpas | November 28, 2011 |

The “state” of the Estate Tax is … … in a state of confusion and that’s putting it mildly! Originally, for those dying in 2010, there was no estate tax. Then Congress thought you might not be happy with this arrangement. So they created two methods of taxing estates and determining the basis of…