Adding Beneficiaries to an Irrevocable Life Insurance Trust
...irrevocable trust is to make a gift into it. Therefore, the grantor will make a gift by way of writing a check into the ILIT bank account in the amount...
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Beware PODs and TODs
...to your two surviving children (and that may be the case), or does it go to the four minor children of that deceased child? And if it goes to those...
Estate Tax Pitfalls Seen In Court Case
...will. He left the money to Schleis in two special accounts, one known as a “Payable on Death” account, and the other in a “Transfer on Death” account. A Wisconsin...
New offshore account disclosure law
...the account balance, gross receipts and gross withdrawals/payments from such account. Foreign financial institutions would also be required to agree to disclose and report on foreign entities that have substantial...
Asset Protection for Physicians
...than to hold the equipment used in the practice. The existing equipment is then either sold or contributed to the equipment leasing entity, which then leases it back to the...
The questions most frequently asked about probate in New Jersey.
...or domestic partner has children of the same marriage and no stepchildren, the spouse or the domestic partner will inherit the entire estate. If there is a child or children...
Pennsylvania’s 2010 Tax Amnesty Program
...each tax delinquent, the department will send a written notice to the last known address on the department’s records. This notice will contain important information for the recipients to participate...
New York Penalty and Interest Discount (PAID) program
...link) to participate in the program, including checking to see if you have eligible bills. Our firm recently successfully filed several client’s state amnesty applications. For more info see: http://www.tax.state.ny.us/nyshome/paid.htm...
INHERITANCE TAXES IN NEW JERSEY RATES
...to “E” as follows: Class “A” – father, mother, grandparents, husband, wife, child or children of a decedent, adopted child or children, issue of any child or legally adopted child...
Year-End Checklist for 2009
...children and grandchildren, and consider front-loading the accounts with five years’ worth of annual exclusion gifts, taking into account any gifts made during the year to children and grandchildren. Pay...
Foreign Account Tax Compliance Act – Traps for the Unwary
...to disclose). Then, if you don’t include the income from such foreign assets, you get hit with a new 40-percent penalty on an understatement attributable to an undisclosed foreign financial...
Estate Planning Discussions: difficult, emotional and stressful
...control over our assets than to implement time-proven, legal estate planning strategies such as personal trusts. To ensure an effective discussion: • Choose a comfortable setting, arrange a convenient time...