How are Pensions Valued for Estate Tax Purposes?
October 11, 2023
Question: What percentage of present value of a pension is included in CT 706NT? Response: I don’t know about Connecticut in particular, but it likely
Question: What percentage of present value of a pension is included in CT 706NT? Response: I don’t know about Connecticut in particular, but it likely
Question: My wife and I live in the great state of Massachusetts and have each funded our own individual credit shelter trusts for $1 million.
Question: My husband passed away. I owned stocks in only my name. Are the stocks part of his estate? Response: No. What’s yours is yours
Question: I have recently retired and moved from Massachusetts to Florida, though I have kept my condominium in Massachusetts. I keep hearing “domicile” stories at
Question: If we have QTIP trusts in our joint revocable trust to protect a surviving spouse from a second marriage gold digger or second marriage
Question: Wife transfers her 50% interest in their house to husband’s revocable trust. Husband dies and 100% of house owned by credit trust in H’s
Question: I’m going to make a gift to my daughter (over the current Federal annual gift tax exclusion amount). Is this considered a direct gift
Question: Our assets are in a revocable living trust. These assets include stock mutual funds, among other assets. When the last of us dies, is
Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the
Question: A decedent has savings bonds unredeemed (final maturity 2030) that have just the decedent’s name only on the bond with no named beneficiary. The