Category Archives: Law

Number of Taxable Estates for Federal Estate Tax Purposes

A taxable estate is one in which the net value after applicable deductions exceeds the dollar amount of the exclusion/exemption¬† for the year in which the person died. As the exclusion/exemption amount has increased over the years, the number of … Continue reading

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The need to file an estate tax return even when it is not required

A person can die in 2011 with up to $5,000,000 and his or her estate will pay no federal estate taxes. The federal estate tax return, form 706, is not required to be filed if the gross estate of a … Continue reading

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Hiring an attorney

Whether you need a bankruptcy attorney, a criminal attorney, or an estate planning attorney, the worst question to ask him or her is: “Do you handle (fill in the type of case or the area of law)?” Many attorneys need … Continue reading

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Estate Planning and Farming

A farmer would realize that if he planted no seeds, no crops would grow. He would also know that if he failed to water his crops, they would grow poorly. What is the parallel to estate planning? Many people have … Continue reading

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Beneficiary of a life insurance policy

¬†Sam and Elizabeth (husband and wife) have created a trust which remains revocable when one of them dies, and which gives the surviving spouse the option of disclaiming (refusing to accept) all or a portion of the first spouse to … Continue reading

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Danger signs when a family member tries to speak for a client

When estate planning attorney Bill first met John and Mary, they were in their early 50s, alert and vigorous. Over the years, their health has declined, but they still were clear on what they wanted and didn’t want. Recently, their … Continue reading

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