Posts Tagged ‘estate planning’
Estate Taxes vs. Inheritance Taxes: Understanding the Differences
Estate and inheritance (“death”) taxes are levied on the transfer of property at death. The difference between an estate tax and an inheritance tax is based on who pays the…
Read More3 Big Tax Issues to Look Out For in Your Estate Plan
There are three big tax issues that can derail an otherwise well-executed estate plan. These include Family Limited Partnerships (FLPs), Revocable Trust Swap Powers and Trust Situs. Below we explore…
Read MoreWelcome Back Kim Zarett!
Cover & Rossiter is pleased to welcome Kim Zarett back to the firm as a Principal in the Tax Department.
Read MoreTake Retirement Plan Distributions by December 31
Taxpayers born before July 1, 1946, generally must receive payments from their individual retirement arrangements (IRAs) and workplace retirement plans by December 31. Known as required minimum distributions (RMDs), typically…
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