Federal Estate Tax

What Will Happen If There Is No Estate Tax – For A Few Weeks or Months?

October 31, 2009

No one ever thought that this would happen. Congress cannot just let this lapse. They will lose too much tax revenue. It doesn’t make sense. But, that’s the conclusion of the Wall Street Journal after a review of trust and estate lawyers at a recent gathering. And those of you who are my clients know …

“Freeze” or Radical Increase in the Federal Death Tax on You and Your Family?

April 11, 2009

By Dave Frees

Read this just posted an article on the Federal Government’s claim that the proposals circulating in congress are a decrease in the tax and are quite reasonable. For competing views on this controversial tax and how to plan for it read this article by Chester County based will, trust, estate and asset protection lawyer …

Federal Estate or “death” Tax and The New York Times

April 3, 2009

By Dave Frees

There are many views on the issue of estate taxes. The New York Times editorial may not be your view but it is worth a read. Do you think that a tax at your death should not be labeled a death tax? Read the New York Times Death Tax Editorial. David M. Frees …

The Death Tax Update

March 29, 2009

By Dave Frees

Both the Senate and the US House of Representatives are now working on bills that would reform the federal estate tax (also known as the death tax) before the end of this year. Both bills contain a $3.5 million dollar exemption per person. This would allow an individual Pennsylvania resident to shelter $3.5 million dollars …

The GRAT Explained Briefly – How To Get Money Out of Your Estate and Pay No Gift Tax

February 10, 2009

By Dave Frees

Have you ever heard of a GRAT or a “Walton GRAT”? The Grantor Retained Annuity Trust is a powerful estate planning and asset protection technique that allows wealthy families and modestly wealthy families to move a great deal of value without incurring gift taxes at the time of the transfer. The GRAT also allows …

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

January 27, 2009

By Dave Frees

Effective as of January 1, 2009, the federal estate tax has a new exemption amount. Currently, estates are exempt if they are below $3.5 million Dollars. That’s the good news. The bad news is that many people may still be subject to the tax even though they think that they and their families are free …

Obama To Keep The Estate Tax and Action Is Expected Soon

January 12, 2009

By Dave Frees

If you are interested in the status of the federal estate tax and how it may affect your planning as a resident of Pennsylvania please read more of the brief article that I posted this morning summarizing the Wall Street Journal’s analysis of the President and Congressional views on the need to move quickly on …

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What Will Happen If There Is No Estate Tax – For A Few Weeks or Months?

“Freeze” or Radical Increase in the Federal Death Tax on You and Your Family?

Federal Estate or “death” Tax and The New York Times

The Death Tax Update

The GRAT Explained Briefly – How To Get Money Out of Your Estate and Pay No Gift Tax

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

Obama To Keep The Estate Tax and Action Is Expected Soon

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