Disclaimers

Disclaimers: When Rejecting an Inheritance is Actually Beneficial

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For 2012 only, anyone who dies with less than $5.12 million will not owe any federal estate tax.  This protection is presently set to decrease to $1 million on January 1, 2013.  While few believe that lawmakers won’t increase this amount before the end of the year, anything is still possible.  Read more...

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Last Week in Estate Planning (September 11 to September 17, 2011)

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This past April top estate planning blogger David A. Shulman, Esq. opined that “[t]he #1 Estate Planning blog is and continues to be Texas Tech Univ. School of Law Professor Gerry Beyer’s ‘Wills, Trusts & Estates Prof Blog.’  It is, and continues to be, essential reading for anyone in the profession.”  Read more...

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Last Week in Estate Planning (July 10 to July 16, 2010)

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When the best in online reading on estate planning involves traditional Jewish stews, baseball, and a lawsuit involving the inability of an apparently dead person to refinance her mortgage, you know it’s going to be a fun week. Enjoy these posts and articles that I thought were the most interesting and helpful during the week…

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Ownership, Beneficiaries and Disclaimers in Estate Planning

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Today, we will again discuss how drafting wills and trusts are sometimes only part of the recommended strategy towards avoiding estate taxes.  Close inspection of your asset ownership, the naming of beneficiaries, and proper drafting of your estate documents are essential towards a complete estate plan. We discussed the mechanics of the A-B Trust plan…

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