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Back to Blogging: Where?
This is another entry in my ongoing “Back to Blogging” series, where I am reintroducing myself, by answering the questions, “Who, What, When, Where, Why, and How”. I’m going a little bit out of order. Where I Work When I first started my solo estate …
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Back to Blogging: Who
For my “who” post I’m going to cheat a bit, and steal the information from the “About Me” section on my website. I have to admit that I find some of it a bit hokey. This is about the “work” me. As time goes on, …
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Back to Blogging: Who, What, When, Where, Why, and How?
Hi there. I know, it’s been a while. A very long while. Almost a year. I feel like I’m starting from scratch. I’m sure my “loyal readers” if I had any, are long since gone. That’s ok. I am going to use the relaunch of …
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Beware of non-attorney “living trust” salesman infiltrating the web
While Googling for an old blog post of mine, I stumbled upon which appears to be several fairly aggressive “estate planners” hawking either overpriced “Estate Planning Organizers” or living trusts on the internet to the South Florida community. I put “estate planners” in quotes because …
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Tax Court digs the knife in deeper in bad family limited partnership case
Today we learn from a supplemental opinion to Turner v. Commissioner, TC Memo 2011-209 Aug 30, 2011 (Estate of Turner I), that a marital deduction is not available when § 2036 is deemed to pull assets back into the estate, but the assets aren’t actually there to …
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Wow, you people are really interested in the lottery
I’m glad that so many people are checking out the estate planning options if they win the lottery. Here is a list of recent search terms that brought people to my site.
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Planning on Sharing your Lottery Winnings with your Family: Write it Down Now!
MegaMillions mania is sweeping the nation. With the grand prize over $500 million, people are dreaming of what they would do with the money, and how they would share it with their families and friends. One one hand, the odds of winning – 1 in …
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Israel Debates Enacting an Estate Tax
America isn’t the only place where the imposition of an estate tax is being debated. Israel is currently considering whether to impose one. The proposed exemption amount, that is the amount over which the tax would be imposed, is 15 million NIS (New Israeli Shekels) …
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Columnist in one of New York’s Poorest Counties Sees the Estate Tax as a “Major Issue”
Hi Y’all. I’m back. Sorry for the big break in posting. I’ll try to do better. In this election year, I haven’t heard that much talk about the estate tax – or as the Republicans like to call it, the “Death Tax.” As I’ve written …
