Category Archives: Estate Taxes

I Can’t Believe I have Been Blogging for 4 Years

On August 5th of 2008 I put up my first post.  I had no idea if anyone would read about my journey, nevertheless care about what was going on in my life, but I wanted to share my thoughts with whoever wanted to read them.  Since putting that first post up I have seen somewhereContinue Reading

What is Portability in Estate Planning?

What is Portability in Estate Planning?

There were a lot of tax law changes (as well as a lot of things that were kept the exact same) when President Obama signed into law the Unemployment Insurance Reauthorization and Job Creation of Act of 2011, but there was one change that simply put, shocked me.  It was the brand new idea thatContinue Reading

Forget the Federal Estate Tax, You May Need to Worry About State Estate Taxes!

Forget the Federal Estate Tax, You May Need to Worry About State Estate Taxes!

Almost every single day, I have to explain the Federal Estate Tax. The people I have to explain the federal estate tax to are not tax professionals, they are either financial advisors, other attorneys, or successful business owners. So, needless to say, I better explain estate taxes from 30,000 feet above. The details do notContinue Reading

Where are Estate Taxes Going?

Where are Estate Taxes Going?

The question I hear the most when I am teaching classes are, where do you think the Estate Taxes are going?  I always respond, they aren’t disappearing. Period.   The current administration (along with the last one) is running through money like it was beer at a keg party!  So is it likely that we are goingContinue Reading