An intrafamily loan may be an attractive estate planning tool if you’ve already used up your gift and estate tax exemption or if you wish to save it for future transfers. But if you have exemption to spare, forgiving an intrafamily loan allows you to transfer the entire loan principal plus any accrued interest tax-free,
Estate Archives - Crawford Ellenbogen
May 19, 2020
Apr 30, 2020
The rules have changed regarding your IRAs, RMDs and estate plan
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Mar 11, 2020
If you’re a non-U.S. citizen, the estate planning rules are different
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Mar 3, 2020
If you’re planning to move overseas, it’s time for an estate plan review
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Feb 25, 2020
Inheriting property? Be aware of the basis consistency rules
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Feb 18, 2020
Determining whether you need to file a gift tax return can be tricky
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Jan 22, 2020
Dec 31, 2019
Nov 12, 2019
Nov 5, 2019
Who needs an estate plan? You do!
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Estate planning is often associated with the division of your assets, and this is certainly a key component. It’s typically accomplished, for the most part, by drafting a will, which is the foundation of an estate plan. With a valid will, you determine who gets what. It can cover everything from the securities in your