Tag Archives: gift

Death Tax: Repeal or Replace?

grim-reaper4There is much discussion these days about income tax reform.  The tax code has historically been completely reformed about every thirty years and the last reform was about thirty years ago.

There has also been significant speculation as to whether the Federal Estate (a/k/a the Death Tax) is on the chopping block.  Will repeal happen?  When will repeal happen?

Given the dysfunction that is Washington these days, all anyone can do is speculate.  So let me speculate…

Replace?  The short version is that Donald Trump Continue reading Death Tax: Repeal or Replace?

The Death Tax: A primer on Federal and State Estate and Gift Taxes.

First, let me say that the Death Tax no longer affects the vast majority of Americans.  You probably do not have to worry about this.  I wish you did, because that would mean you were doing pretty well in life.  First world problems!

Continue reading The Death Tax: A primer on Federal and State Estate and Gift Taxes.