Blog: Estates

IRS Estate Tax Exemption for 2015

The Internal Revenue Service recently announced that the estate tax exemption, sometimes referred to as the federal estate tax credit,...

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SAME-SEX COUPLES – ARE YOU DUE A REFUND FOR PENNSYLVANIA INHERITANCE TAX OR PENNSYLVANIA REALTY TRANSFER TAX?

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IS A BARGAIN ALWAYS THE BEST DEAL?

Who doesn’t love a bargain?  Whether it’s negotiating a deal on a car or a discount on a pair of shoes - a discounted price always seems better than full price - but is it?

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DO YOU HAVE A BACKUP PLAN?

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HAVING THE TALK ABOUT INHERITANCE

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Managing Your Facebook Account After Death

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Is the New myRA Retirement Savings Account Right for You?

Soon many employees will have access to a new type of retirement savings account, the “myRA”. President Barack Obama introduced his proposal for this new plan to the public during his State of...

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VICTORY FOR TAXPAYER OVER THE IRS: Discount Allowed for Fractional Interest in Artwork

In a victory for the taxpayer, the Fifth Circuit ruled that valuation discounts are available for an estate which owns a fractional interest in artwork. In the case of Estate of James A. Elkins,...

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Internal Revenue Service Announces the Estate Tax Exemption for 2015

The Internal Revenue Service announced on October 30, 2014 that the estate tax exemption, sometimes referred to as the federal estate tax credit, will rise to $5.43 million per individual dying in...

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Protecting Inherited IRAs from Creditors

Who is the beneficiary of your IRA? It’s likely your spouse or children, but you may want to change that in response to a recent United States Supreme Court case. On June 12, 2014, the Supreme...

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