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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "gift tax"
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 Will Gifts to Children and Grandchildren Over $16,000 be Taxed?
0
By Harry Margolis
In Estate and Gift Taxes
Posted December 17, 2021

Will Gifts to Children and Grandchildren Over $16,000 be Taxed?

Question: My wife and I are in our early 80s with two daughters and a grandson. Our estate is approximately $5.5 million. We have enough pension resources so we do not withdraw any money from [...]

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 How Do I Fill Out Gift Tax Return for Adjustment in Loan Interest?
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By Harry Margolis
In Estate and Gift Taxes
Posted May 23, 2021

How Do I Fill Out Gift Tax Return for Adjustment in Loan Interest?

Question: I made a family mortgage loan to my son under my revocable trust. Recently, I amended the mortgage interest rate as market rates fell. I am told that I need to file Form 709 if the [...]

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 Tax Implications of Non-US Citizens Transferring Real Estate in the US
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By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted November 8, 2019

Tax Implications of Non-US Citizens Transferring Real Estate in the US

Question: We are Canadians and we own condo in California, where our daughter lives. We would like to transfer the property to our daughter. What is best way, considering USA and Canadian taxes? [...]

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  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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