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Tag: Estate Tax Exemption

Should A Tax Apportionment Clause Be In Your Estate Plan?

Posted on May 17, 2021May 17, 2021

Even though the federal gift and estate tax exemption is currently very high ($11.7 million for 2021), there are families that still have to contend with significant federal estate tax […]

Posted in Assets, Contributions, Estate Planning, Investments, Personal Taxes, Planning, RetirementTagged Estate Tax Exemption, State Apportionment laws, Tax Apportionment Clause

Do You Need To File A Gift Tax Return?

Posted on April 7, 2021April 7, 2021

It’s tax-filing season and you’re likely focused on your income or business tax returns. But don’t forget about another type of return. In 2020, if you made substantial gifts of […]

Posted in Estate Planning, Personal TaxesTagged Estate Tax Exemption, Form 709, gift tax
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The articles in this blog are published with the understanding that the authors are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.

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