NASE Estate Talk

Estate Taxes

NASE — Thu, 12 Nov 2009 10:10:52 GMT

Q: My wife and I are worth about $4 million. We have two adult daughters. How can I avoid estate ...

Protect Your Children

NASE — Thu, 05 Nov 2009 11:12:41 GMT

Q: My husband and I have three children under age six. Do we need wills?

A: You should each have ...

We’d like to begin giving some of our estate away to our children. How can we do that without paying gift taxes?

NASE — Wed, 28 Oct 2009 11:23:00 GMT

If you gift money to individuals, whether or not they are related to you, you can give up to $12,000 ...

My wife and I would like to give some of our estate to charity. What are the rules?

NASE — Wed, 21 Oct 2009 13:38:06 GMT

The IRS divides charities into two general groups: 50-percent charities and 30-percent charities.
Generally, churches, schools, hospitals, governmental units and ...

What's the difference between estate taxes and inheritance taxes?

NASE — Wed, 14 Oct 2009 15:20:52 GMT

Estate taxes are levied on the value of the assets that were owned by a deceased individual. They are usually ...

Planning with Trusts, the Basics

NASE — Wed, 08 Apr 2009 14:09:20 GMT

Trusts can be grouped in to the following categories:

Living trusts - established while you are still alive
Testamentary trusts ...

Choosing a Guardian: Who will take care of our minor children?

NASE — Sat, 21 Mar 2009 14:02:00 GMT

The most difficult estate planning decisions involve the simultaneous death of both parents, and the most difficult of those decisions is ...

How often should I revise my estate plan and/or have a new will drawn?

NASE — Sun, 15 Mar 2009 14:01:00 GMT

The simple answer is that you should review your will (and trust documents if any) at least annually. You will be ...

What happens if I die without a will, i.e. intestate?

NASE — Sun, 08 Mar 2009 13:59:00 GMT

Every state has laws, called intestacy laws, which determine what happens to real and personal property in the event that an ...