The uncertainty is also problematic for those with unrealized capital gains or estate issues.
Accepted wisdom: Tax-averse retirees should move to Florida or Nevada, which have no state income or estate taxes.
Fortunately, only Connecticut has a gift tax, but 21 states and the District of Columbia do impose inheritance or estate taxes.
This creates the crazy situation--presumably unintended by Congress--where a collector or his estate could owe gift or estate taxes on a charitable gift.
You might have added to an account a parent started or that was leftover from a business or estate deal or a foreign trip.
FORBES: Offshore Finance Leak Exposes Millions Stashing Money, Maybe You Too?
An experienced elder law or estate planning attorney can assist with this process and verify that a will is executed according to the law.
These specialists are not like orthopedic surgeons or estate planning attorneys.
Which is cheaper for megamillion-dollar transfers, gift tax or estate tax?
When the GRAT's term ends, the asset goes to the beneficiaries free of gift or estate tax on the appreciation, even though it has been transferred.
Find yourself as the beneficiary of a trust or estate?
FORBES: What Romney and I Have in Common With More Than 10 Million Taxpayers
He might keep you from panicking during a financial crisis or from joining the stampede in a bull market, or might be an expert at tax or estate planning.
WSJ: The Intelligent Investor: New Ways to Weigh Your Adviser
But there are other reasons: you could be a beneficiary of a trust or estate or a shareholder or partner in a pass through entity and just now getting your Schedule K-1.
FORBES: Not Ready To File Your Taxes? Extension Form, Details Available
Subjecting these fees to the 2% floor increases the tax liability of a trust or estate, which ultimately reduces the size of the trust corpus and its future earnings, not just once but year after year.
Even if a battle-weary Republican House manages by some miracle to pass pro-growth reforms on Social Security or estate taxes, liberal Republican senators such as Chafee and Maine's Olympia Snowe will have new powers to block them.
And society may take other measure to rectify the unfairness of equity holders doing so much better (higher capital gains taxes or estate taxes come to mind), but this is far more likely in the case where equities actually have done much better, and it would mean giving back only a portion of their outperformance.
FORBES: 6 Reasons Why I Don't Invest In The U.S. Stock Market
And the reason, of all the different asset classes, of bonds or real estate or commodities, stocks have been the best over the long term.
FORBES: Why Billionaire Investor Ron Baron Likes Commercial Real Estate And Private Equity Stocks
It has famously been interrupted through the centuries but also in recent times, as global busts in commodities or real estate, or other home-market vagaries, got in the way of would-be Marco Polos.
And Disaster loans are available for homeowners and renters to repair or replace disaster damaged or destroyed real estate or personal property.
Whether the paid-up life insurance should be in an irrevocable trust or similar entities depends on whether the tax-free bonds are estate assets or outside the estate.
In some cases, as with child-care providers or real estate agents, you may need a state license or other certifications to set up shop.
It's a bit of a stretch, considering that these tax-favored vehicles generally own only real estate or loans on real estate.
Activist shareholders want Home Depot to leverage up the balance sheet far more and buy back shares, or sell the real estate or spin off the HD Supply wholesale business.
Activist shareholders want Home Depot to leverage up the balance sheet far more and buy back shares, or sell the real estate or spin off the hd Supply wholesale business (see table).
She says, if investing now is the way to go, is it a better opportunity to put money into the stock market or in real estate, or should she hold onto her money?
And if you can't find someone who's a lawyer or a real estate person or somebody like a friend of yours who could look out for you, who could help negotiate--and lenders are trying not to foreclose.
Initially, unit owners are told that they or their estate will be entitled to a chunk of the large entrance fee when they move out or die.
And that specific recommendations would be made--including selected stocks, or special real estate deals, or fabulous tax shelters.
The punishment principle asserts that the state should not punish a dead person or his estate.
Few things are more important to an individual than planning his or her estate.
Investors may be advised to delve into commodities or real estate without real knowledge of either.
应用推荐