Where there’s a Will . . .

. . .there are usually some opportunities for tax and estate planning. Most people don’t appreciate the importance of a will, especially if they think their estate is below the level of the estate tax exemption. Even people who recognize the need for a will often don’t have one, perhaps due to procrastination or the lack of…

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The worst state(s) to die in. . .

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For estate tax purposes, there are some terrible states to die in this coming year (2013). Hover over the selected states in the map below and you’ll see what we mean.    

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The state of estate tax

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  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…

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