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Posts Tagged ‘Estate Taxes’

Estate Planning: 16 Things to do Before You Die

If you’ve ever had the unpleasant task of putting a loved ones affairs in order after their death, then you’ve probably thought “I wish they’d done this or that to make things easier. If only they’d known!”

Well, now is the chance for you to do something different with your estate.

This article is a pretty good list of things you can start today

1. Physical Items Inventory

2. Non-Physical items Inventory

3. Credit Cards and Debts List

4. ………..

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Where NOT to Die

In addition to the Federal Estate Tax, some states (and DC) impose additional estate and/or inheritance taxes.

Fortunately, here in Colorado we don’t have estate or inheritance taxes and in comparison to many other states, our probate is relatively easy and simple.

That does not mean you shouldn’t do proper estate planning though! I work with a lot of great attorneys, so let me know how I can help.

LINK TO FULL ARTICLE

Future of Estate Planning Remains up in the Air

In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year.

What a disaster!

The Estate Tax exemption is about to revert to $1,000,000 again in just a few months.

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