Estates Tax Tips

Recent Articles

What Are Inheritance Taxes?
Inheritance taxes are taxes that a person needs to pay on money or property they have inherited after the death of a loved one. Here are the basics. Read more…

4 Ways to Protect Your Inheritance
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes. Read more…

The Gift Tax Made Simple
If you make large enough gifts to relatives or friends, you might owe the federal gift tax. Here are the basics on how the gift tax works. Read more…

How to Handle a 2010 Inheritance
Note: The content of this article applies only to 2010. It is included here for reference only. Did your family inherit an estate in 2010? If so, you have a rare opportunity: You can opt to use either the 2010 or 2011 tax rules. For inheritors of large estates, selecting the right approach could result in major tax savings. Read more…

Spread the Wealth, Carefully, with Tax-Free Gifts
Thinking about making a charitable donation, or want to bestow your generosity on a loved one? The first thing you have to do is understand the tax implications. Not every charity is created equal when it comes to donations. Some may not qualify to have gifts count as tax write-offs, and some others may not be fulfilling their mission. It's up to you to do the checking to know if your check is getting to the right place for the right purposes. Read more…