Category Archives: Estate Taxes

Audit Worries – Your Surviving Family may be in for a Suprise

I was reading my fav. magazine today, Trusts and Estates and came across an amazing article.  Trusts and Estates Magazine has been around since the early 1900s and is read by most of the Trust and Estates world – it costs $35 an issue, but luckily work picks it up!   The article titled, “The AuditContinue Reading

Simple Explanation of the Federal Estate Tax

On a daily basis I have to turn complicated tax issues into a simple discussion.  A discussion that I have to discuss/teach very often is the Federal Estate Tax.  Before we discuss the easy way to determine your Federal Estate Tax bill some caveats: The calculations below are commonly referred to as “Napkin Math.”  Meaning,Continue Reading