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Home » Estate Tax

When and Where You Die Matters

May 14, 2019 by Anthony Moccia Leave a Comment

Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Read on to learn more. When and Where You Die Matters … [Read more...] about When and Where You Die Matters

Filed Under: Estate Planning, Legal Education Tagged With: Estate Tax, Gift Tax, inheritance tax, state estate tax

New Estate Tax Proposal

April 16, 2019 by Anthony Moccia Leave a Comment

A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read on to learn more about this proposal and its prospects. New Estate Tax Proposal … [Read more...] about New Estate Tax Proposal

Filed Under: Estate Planning, Legal Education Tagged With: Bernie Sanders, Estate Tax, tax proposal

Grantor Trusts Provide Flexibility and Ease

January 17, 2019 by Anthony Moccia

A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust has advantages and disadvantages. This article examines a grantor trust and situations in which it might be useful. Grantor Trusts Provide Flexibility and Ease … [Read more...] about Grantor Trusts Provide Flexibility and Ease

Filed Under: Estate Planning, Legal Education Tagged With: Estate Tax, Gift Tax, step-up, taxation, trust

Estate Planning: It’s Not Just About the Estate Taxes

August 30, 2018 by Anthony Moccia

The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no need for estate planning. Estate plans consider many important aspects, not just estate taxes. This article examines some of the many considerations besides estate taxes. Estate Planning: It’s Not Just About the Estate Taxes … [Read more...] about Estate Planning: It’s Not Just About the Estate Taxes

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary, beneficiary designation, Estate Planning, Estate Tax, income tax, trust

Planning for the International Client

August 7, 2018 by Anthony Moccia

Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed. Planning for the International Client … [Read more...] about Planning for the International Client

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Estate Tax, green card holder, international non-resident alien, lawful permanent resident alien

Treasury Releases New Inflation Adjustment

April 12, 2018 by Anthony Moccia

The new tax law doubled the estate tax exclusion through 2025. This article looks at the exact amount of the new exclusion (it’s not what you thought) and how it might be useful. The article also examines why there’s no reason not to take advantage of the newly-doubled exclusion. Treasury Releases New Inflation Adjustment … [Read more...] about Treasury Releases New Inflation Adjustment

Filed Under: Estate Planning, Legal Education Tagged With: adjustment, Estate Planning, Estate Tax, exclusion, Gift Tax, income tax, inflation

Tax Reform and the Estate Tax

November 23, 2017 by Anthony Moccia Leave a Comment

There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and the uncertainties in it. Read on to learn more. … [Read more...] about Tax Reform and the Estate Tax

Filed Under: Estate Planning, Legal Education Tagged With: alternative minimum tax, AMT, blueprint, Estate Planning, Estate Tax, generation-skipping tax, GST, Taxes

How Tax Reform Could Impact Various Families

November 21, 2017 by Anthony Moccia Leave a Comment

Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. Read on to learn more. … [Read more...] about How Tax Reform Could Impact Various Families

Filed Under: Estate Planning, Legal Education Tagged With: blueprint, capital gains, discounting, Estate Planning, Estate Tax, Taxes

Estate Planning in New York NY: End of Year Resolutions

January 10, 2014 by Anthony Moccia Leave a Comment

Before we head into the always-busy holiday season, why not make a few end of year resolutions? Specifically, why not make a few legal and financial end of year resolutions? Here’s a check list of realistic goals you can set and easily meet before we ring in the new year. Taking it Tax Free Did you know you can give up to $13,000 to as many people as you wish every year? It’s true – and if your estate is big, you know how crucial it is to take advantage of estate tax reductions. Not only that, … [Read more...] about Estate Planning in New York NY: End of Year Resolutions

Filed Under: Estate Planning Tagged With: charitable gifts, Estate Planning, estate planning in new york ny, estate planning lawyer, Estate Tax, financial planning, hippa regulations, medical directives, power of attorney

Estate Tax Parameters Set for 2013

June 1, 2013 by Anthony Moccia Leave a Comment

We had a lot of uncertainty regarding the estate tax parameters for 2013 as the political powers that be negotiated a deal that would prevent the country from going over what was being called the "fiscal cliff." The wrangling and finger-pointing went down to the last minute, but a deal was finally reached when the Senate passed a resolution on New Year's Eve and the House of Representatives followed suit the next day. If no new legislation had passed the estate tax exclusion would have … [Read more...] about Estate Tax Parameters Set for 2013

Filed Under: Estate Planning, Taxes Tagged With: Estate Planning, Estate Tax, Inheritance Planning

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