Avoid Probate
Tune in and learn some tips on how to possibly avoid Probate in the future!
Tune in and learn some tips on how to possibly avoid Probate in the future!
Transfer Certificates are releases of the Federal estate tax lien on a decedent’s property. They are issued by the Internal Revenue Service (IRS). The estate administrator (personal representative, executor, successor t…
The United States Congress enacted tax legislation, ushering in several changes to the wealth transfer tax system, which took effect on January 1, 2018. Under the new law, the federal estate, gift and generation-skippin…
1. Understand how the U.S. Estate Tax affects your estate.
So, you’re the Personal Representative of an estate of a deceased Canadian with a vacation home in Florida (or a cottage in Michigan) with a fair market value on the date of death of $400,000 and an account at Bank of Am…