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5 things you should know before you agree to be an executor

When my father died ten years ago and I found out he had named me as his executor, I thought “Okay.  It’s no big deal.” 

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July 10, 2013

Defeat of DOMA has major estate tax implications

The Supreme Court today made a decision to strike down DOMA (Defense of Marriage Act); this will dramatically expand the access of married gay couples

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June 26, 2013

President Obama makes “permanent” estate tax temporary again.

President Obama proposed 2014 budget:  Changing the Estate Tax and Gift Tax Rates AGAIN!!!   From January 1, 2001 through December 31, 2012,  Congress seemed

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April 16, 2013

2013 Federal Estate Tax

American Taxpayers Relief Act. FINALLY!   The first temporary rules  were passed by Congress in 2001.    Twelve years later and two major tax changes

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January 2, 2013

Don’t Pay an Inheritance Tax on Your Own Money!

If you live in Indiana, Iowa, Kentucky, Maryland, Nebraska, New Jersey or Pennsylvania beware. These states tax your inheritance, no matter what the amount is.

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October 20, 2012

2010 Tax Relief Act: Estate Tax Update

. 2010 Tax Relief Act:  Federal Estate Tax Provisions On December 16, 2010 Congress passed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act

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January 5, 2011

Dying in the year 2010: Why Is It Different?

On January 1, 2010, the rules about taxing inherited asets changed. To understand why dying in the year 2010 is different from dying in any

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January 6, 2010

House of Representatives Passes H.R. 4154

On December 3rd the House passed H.R. 4154, the Permanent Estate Tax Relief for Families, Farms, and Small business Act of 2009 by a vote

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December 3, 2009

Estate Tax Update-H.R. 4154

Last week, Senator Pomeroy introduced  H.R. 4154.       The bill is scheduled for discussion and a vote later  this week.     The language in H.R. 4154 is very short

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December 2, 2009

The Federal Estate Tax

Pay attention to the House of Representatives this week! It appears our government is getting ready to decide how to change the current federal estate

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November 15, 2009

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