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Inheritance Inheritance Tax

Offit Kurman

The Estate Planning Benefits of Marriage: What Unmarried Couples Need to Know

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It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no exact statistics on how many Americans fall into this growing category, a 2019 Pew...more

IR Global

Autumn Budget 2024 – Inheritance Tax changes

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A number of changes to Inheritance Tax (IHT) were announced as part of the Budget measures. We have covered each of the main measures below. It should be noted that these changes are not coming into effect until April 2026 at...more

Goodwin

Key Takeaways from the Autumn Budget 2024

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Rachel Reeves, the first female Chancellor of the Exchequer in the role’s 800-year history, delivered Labour’s first budget in 14 years on the 30th October. We have set out below a brief summary of some of the tax measures...more

BCLP

Autumn Budget 2024 - 10 Key Tax Points for Business

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Yesterday, 30 October 2024, the Chancellor announced that the Autumn 2024 budget will raise taxes by £40bn, the biggest raise since 1993. While the Autumn budget arguably does not portray as pessimistic an outlook for...more

Opportune LLP

Understanding Gift & Estate Tax Valuation

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The requirements outlined in the tax code can significantly impact an individual’s gift and estate planning, and navigating these requirements effectively is crucial. In this blog post, we will delve into gift and estate tax...more

Chambliss, Bahner & Stophel, P.C.

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement accounts must withdraw these funds. The Act’s passage made it more...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 6:00 pm - 6:45 pm ET

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Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 12:00 pm - 12:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Chambliss, Bahner & Stophel, P.C.

Step-Up in Basis and Why It Matters in Estate Planning

Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate planning or you may be inheriting assets,...more

Lathrop GPM

Handle Your Estate Plan Like Royalty

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​​​​​​​The services following the death of Her Majesty Queen Elizabeth II might have many of us thinking about our own estate planning. One striking piece of information about Her Majesty was that she had planned out many...more

Holland & Knight LLP

IRS anuncia amnistía fiscal internacional nueva hasta el 30 de septiembre de 2022

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El servicio de impuestos internos de Estados Unidos (Internal Revenue Service o IRS) recientemente anunció una amnistía nueva que permite presentar ciertas declaraciones de 2019 y 2020 sin multa antes del 30 de septiembre de...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - March 16th, 6:00 pm - 6:45 pm EDT

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - March 16th, 12:00 pm - 12:45 pm EDT

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - February 22nd, 6:00 pm - 6:45 pm ET

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - February 22nd, 12:00 pm - 12:45 pm ET

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Chambliss, Bahner & Stophel, P.C.

Senators Propose Sweeping Changes to the Taxation of Estates and Inherited Gains

Vermont senator Bernie Sanders (D) has introduced legislation that would require more estates to pay estate tax and that raises the amounts they would pay. Another proposed law would eliminate the step-up in basis that...more

BCLP

Digital assets and estate planning

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Depending on who you believe, as many as three million bitcoins are currently “irretrievable” (approximately £20 billion worth at today’s prices). The most common reasons cited for this are lost retrieval codes (known as...more

McDermott Will & Emery

[Event] McDermott Private Client Forum - November 28th, Munich, Germany

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Join us at our first McDermott Private Client Forum in Munich on Thursday, 28 November 2019. With this series of events, we want to create a forum for exchanging ideas on the topics of wealth, succession, inheritance and tax...more

BCLP

US/UK tax series: Estate planning issues for US/UK couples

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If you are a US citizen and your spouse or civil partner is not you need to ensure you have appropriate estate planning in place to avoid your heirs getting an unexpected tax bill following your death. In this guide we...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2019: Basis consistency rules come into play when inheriting property

If a person is in line to inherit property from a parent or other loved one, it’s critical to understand the basis consistency rules. Tax law provides that the income tax basis of property received from a deceased person...more

Troutman Pepper Locke

Private Clients Update - Volume 2018, Issue 1

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Year-End Reminders For 2018, the estate, gift and generation-skipping transfer tax exemption is $11.18 million per person ($22.36 million for a married couple). ...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall - You’re retiring to a foreign country

If plans call to relocate to another country after retirement, be aware that they may be tarnished if a person doesn’t look into all potential estate tax and income tax implications first. This brief article explores three...more

Bowditch & Dewey

New Reporting Regime: Estates Who Have to File Federal Estate Tax Returns Need to be Aware of New Basis Consistency Law

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On July 31, 2015, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 introduced new tax law that affects executors who are required to file a federal estate tax return and beneficiaries...more

Hogan Lovells

Registration Duty – All clear?

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Yesterday, the director of the Luxembourg indirect tax administration (administration de l'enregistrement et des domaines) issued circular n° 782 dated 2 January 2017 (the "Circular"). The Circular recalls the main changes...more

Gray Reed

Successfully Selling Your Business: 4 Tips – No Matter the Buyer

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Among the growing number of business owners looking to sell their business, JR and Sue Ellen Pawlenty are in the market to sell their company Pawlenty Energy. Recently Tilting the Scales highlighted Successfully Selling Your...more

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