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moneytip

Estate planning may be broadly defined as the process of accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Estate planning is planning in anticipation of a client’s...

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moneytip

When a decedent transfers property and retains or reserves an interest for any period of time, and that interest does not in fact end before the decedent’s death, the fair market value of the property at the decedent’s...

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moneytip

The Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010 (TRA 2010) introduced portability of the estate tax exemption amount between spouses. For portability to apply, the executor of the deceased...

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