Planning Tax

Inheritance Planning Tax Section


 

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Inheritance Planning Tax News

What to do with a big inheritance (Los Angeles Times)

Dear Liz: My husband and I just inherited about $700,000 in a brokerage account. About $300,000 is in municipal bonds. The rest is in various mutual funds with some cash, corporate bonds and other, "alternative" investments. In addition to the inheritance we have $400,000 in IRAs and SEP IRAs, as well as equity in our home. We are both semi-retired consultants who intend to keep working for at ...

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Money $marts: Tax plan 2010: buy big freezer (Naples Daily News)

From a tax point of view, the year 2010 will be special. That’s when the federal inheritance (death) tax completely disappears, to be reinstituted at the original

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Ask the Experts: It's risky to form own trust (The Sacramento Bee)

I know I can legally make up a will, but can I legally make up my own trust? Are there forms I can fill out for this purpose?

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Czech city bids to be global biotech hub (Independent Online)

The Czech Republic is planning to turn one of its cities into a modern biotech hub and attract firms eager to tap into a skilled work force.

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Even when prices are falling, your house can be hard at work making you richer (Independent)

Over the past decade, many homeowners have become accustomed to watching their property earn more than they do. House prices soared and bigger loans with which to upsize were fairly easy to come by.

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