The Estate Tax: What You Need to Know
For the vast majority of people in the United States, the estate tax seems like something that should be of little concern. After all, it really only applies to a
We keep you updated on news that affects you and your loved ones.
For the vast majority of people in the United States, the estate tax seems like something that should be of little concern. After all, it really only applies to a
How Large of an Estate Can You Pass Estate Tax Free? from Barbara Pizzolato Recognizing the fact that you will be able to leave behind a meaningful legacy to your
You should be fully aware of the potential impact of the federal estate tax when you are putting your estate plan together. This tax carries a 40 percent maximum rate,
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary of a trust created by your great grandfather seventy years
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to
The IRS recently signaled that it may be ready to issue new regulations that will affect valuation discounts on family business entities by early September. What Are the Benefits of
Recently, the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the
Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be
Keeping on top of federal tax laws concerning trusts is relatively simple. However, when it comes to state tax laws on trusts, staying on top of them can be an
Take action before it becomes a race against time.
Rely on the Barbara M. Pizzolato, P.A. skilled estate team to shield your work and guide your loved ones.
We specialize in estate planning, incapacity planning, business planning, trust administration, and probate.
Take your first step by contacting us or attending a free estate planning event today.
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NEW YORK
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NEW JERSEY
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West Orange, NJ 07052
Barbara M. Pizzolato proudly offers Estate Planning and Legal Services in Ft. Myers, Cape Coral, Estero, Bonita Springs, Lee County, Collier County, Charlotte County & Southwest Florida.
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.