Sentences with phrase «estate tax issues»

Another area where married couples have an advantage is with estate tax issues.

In simpler estate plans where there is no federal estate tax issue, it may just be easier to designate your spouse as a primary beneficiary and perhaps your trust or adult children as a contingent beneficiary.

Doug also posted a link to a BDO Dunwoody bulletin on U.S. Estate Tax Issues for Canadians which points out that the estate tax is a double whammy:

Lynn specializes in real estate tax issues, including property transfers, passive activity losses, and bankruptcy issues.

In case of the former, it allows beneficiaries a way to address estate tax issues now or later on, and for the latter, some companies have found it suitable for business continuity.

If all of this is being sorted out after the collector's death, the collector's estate may also be left entangled in very complex estate tax issues.

Regarding US estate tax issues would you then recommend an ETF like CLU.C instead of purchasing IVV on the NYSE?

In simpler estate plans where there is no federal estate tax issue, it may just be easier to designate your spouse as a primary beneficiary and perhaps your trust or adult children as a contingent beneficiary.

But, many wealthy Canadians wanting to avoid U.S. Estate Tax issues might be interested in a currency - unhedged, Canadian - listed U.S. Total Market ETF.

The COMMERCIAL LEGISLATION & REGULATORY ADVISORY BOARD led with an update from Evan Liddiard, NAR Senior Tax Policy Representative, about commercial real estate tax issues, focusing especially on the possibility of tax reform in the 115th Congress.

Most Americans will not have this estate tax issue, however.

Brian Vnak is Vice President, Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues.

(1) High cost of retail foreign currency conversions and (2) US Estate tax issues.

By transferring ownership to your spouse, the life insurance policy will not be part of your estate and you avoid the estate tax issue altogether.

Most Americans will not have this estate tax issue, however.

We would have certainly guessed that Congress would have dealt with the estate tax issue by now but, well, we would have guessed wrong for the second year in a row.

If your estate's value does not exceed the current federal estate tax exemption of $ 22.4 million ($ 11.2 million for individuals), your heirs probably won't encounter any federal estate tax issues.