Archive for 'Insurance Trusts'
Estate Tax Questions
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Reminder: Most relatively simple estates (cash, publicly-traded securities, small amounts of other easily-valued assets, and no special deductions or elections, or jointly-held property) with a total value under $1,000,000 do not require the filing of an estate tax return. The amount was $1,500,000 in 2004 and 2005. For 2006 through 2008, the amount is raised [...]
Posted: June 5th, 2007 under Insurance Trusts, Money, Taxable Gifts.
Tags: Assets, Business Interests, Charities, Cincinnati, Debts, Estate Tax Return, Estate Taxes, Gross Estate, Insurance Annuities, Insurance Trusts, Internal Revenue, Lifetime Gifts, Mailing Address, Money, Personal Finance, Real Estate Insurance, Reminder, Special Circumstances, Tax Forms, Tax Questions, Taxable Estate, Taxable Gifts, Total Value
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