Estate Tax Law Changes

WealthCounsel Symposium

Earlier this month I spent a week attending an estate planning conference in San Diego with many of my colleagues from across the country. No magic formula or big changes were touted. Much of the conference focused on relating to our clients...

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Trust Taxes

In August I attended an Advanced Estate Planning Conference put on by the American Institute of Certified Public Accountants. You may wonder why an attorney would spend three days listening to speakers talk about taxes. The reason is that taxes...

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Estate Tax Law Changes

I receive plenty of inquiries on my opinion on how to plan with the expiration of the $5,000,000 Federal Exemption on December 31, 2012. My advice to most clients is that they should be planning to avoid the Maryland Estate tax which starts at a...

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Converting to a Roth IRA

In 2010 the income limitation for converting traditional IRA to a Roth IRA will be eliminated. Furthermore, one half of the conversion income can be reported in 2011 and the final one half of conversion income can be reported in 2012. Whether...

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By-Pass Trust

Many of you have seen your estate values cut in half or more while the Federal Estate tax minimum has gone from $2 million to $3.5 million. The feeling is that you do not need to do any estate planning. The problem is that you do not know what...

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