Obermayer’s Estate Planning newsletter - Summer 2014 - Snowbirds Beware: The Pennsylvania Tax Man Wants to Know Where Your Heart Is

In this issue:

- Snowbirds Beware: The Pennsylvania tax man wants

to know where your heart is

- Some reminders about Federal Estate and Gift Tax Exclusions

- . . . and about IRAs

- A consumer tip: Remember to get your free annual credit reports; Easy access to your actual credit score may be coming.

- Excerpt from Some reminders about Federal Estate and Gift Tax Exclusions:

The annual federal gift tax exclusion per person remains at $14,000 in 2014. However, the more significant applicable exclusion available during lifetime or at death or a combination of both has been increased to $5,340,000.

Please see full Newsletter below for more information.

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Topics:  Beneficiaries, Gift-Tax Exemption, Inherited IRA, IRA, Tax Planning

Published In: Finance & Banking Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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