Estate Tax

  1. Should You Convert Your IRA?

    Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  2. 10 Sources Of Nontaxable Income

    10 Sources Of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices ...
  3. Tax-Saving Advice For IRA Holders

    Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly ...
  4. Top 7 Estate Planning Mistakes

    Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs. ...
  5. Using Life Insurance To Make Charitable Donations

    Using Life Insurance To Make Charitable Donations

    Your life insurance policy can be a great tool for charitable giving. Find out how. ...
  6. State Laws Dictate Division Of Joint Property

    State Laws Dictate Division Of Joint Property

    In breakup, divorce or death, community or common law will determine how property ...
  1. How do I list the beneficiaries of my life insurance policies if I have a trust? ...

    Because most states protect life insurance policies from creditors, most buyer questions come from the confusion created ...
  2. How are life insurance proceeds taxed?

    Generally, life insurance death benefits that are paid out to a beneficiary in lump sum are not included as income to the ...
  3. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

    While refusing a gift may seem a little absurd to many, there are several good reasons that an individual might want to do ...
  4. All of the following are allowable deductions used in determining taxable estate ...

    A. funeral expenses. B. debts owed at time of death.C. gift tax credit used during life.D. the value of property that passes ...
  1. Estate Planning: 16 Things To Do Before You Die

    Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. Top 8 Estate Planning Mistakes

    Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
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