Federal Estate Tax

//Federal Estate Tax

January 2019 Estate Plannning Update

Estate Planning Update January, 2019 2019 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2019 Gift and Estate Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2019 Generation Skipping Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Top rate for [...]

By |2019-01-19T15:41:08-07:00January 19th, 2019|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on January 2019 Estate Plannning Update

March 2018 Business and Complex Estate Plan Review

Represented couple with a comprehensive review of their general business and complex estate plan documents.  Husband and wife had 12 entities, 3 irrevocable trusts and a revocable trust.  DeAngelis Legal analyzed the structure and documents and provided a comprehensive summary of their business and estate plan with recommendations to enhance the effectiveness and efficiency of [...]

By |2018-05-15T18:31:38-07:00April 15th, 2018|Federal Estate Tax, Recent Projects, Estate Planning, Business Services, Homepage|Comments Off on March 2018 Business and Complex Estate Plan Review

January 2018 Sophisticated Estate Plan and Irrevocable Trust

Represented couple with the preparation of comprehensive estate plan, including irrevocable life insurance trust.  Husband and wife with one daughter and one wage earner desired to purchase large life insurance policy to compensate for lack of assets if wage earner died.  DeAngelis Legal reviewed alternatives with client and prepared a complex revocable trust and irrevocable [...]

By |2018-05-15T18:37:26-07:00February 15th, 2018|Federal Estate Tax, Recent Projects, Estate Planning|Comments Off on January 2018 Sophisticated Estate Plan and Irrevocable Trust

January 2018 Estate Plan Update

Estate Plan Update January, 2018 2018 Annual Gift Tax Exemption: increased to $15,000 (from $14,000) per donor, per donee. 2018 Gift and Estate Tax Exemption: $11,200,000 per donor for next 8 years, see below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2018 Generation Skipping Tax Exemption: $11,200,000 per donor, see below. Top rate for [...]

By |2019-01-19T15:20:51-07:00January 15th, 2018|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on January 2018 Estate Plan Update

July 2017 Estate Planning Update

 Estate Planning Update  July, 2017 2017 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2017 Gift and Estate Tax Exemption:  rose to $5,490,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2017 Generation Skipping Tax Exemption:  $5,490,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T16:45:50-07:00July 15th, 2017|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on July 2017 Estate Planning Update

January 2017 Estate Planning Update

Estate Planning Update January, 2017 2017 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2017 Gift and Estate Tax Exemption:  rose to $5,490,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2017 Generation Skipping Tax Exemption:  $5,490,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T16:55:52-07:00January 1st, 2017|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on January 2017 Estate Planning Update

July 2016 Estate Planning

Estate Planning Update July, 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T17:01:53-07:00August 9th, 2016|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning, Homepage|Comments Off on July 2016 Estate Planning

2016 Estate Planning

Estate Planning Update 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation Skipping [...]

By |2018-08-11T17:06:49-07:00January 2nd, 2016|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2016 Estate Planning

2015 Mid-Year Estate Planning Update

Estate Planning Update August, 2015 2015 Annual Gift Tax Exemption:  remains at $14,000 per donor, per done. 2015 Gift and Estate Tax Exemption:  rose to $5,430,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2015 Generation Skipping Tax Exemption:  $5,430,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2017-12-06T11:57:19-07:00August 15th, 2015|Annual Estate Plan Updates, Federal Estate Tax|Comments Off on 2015 Mid-Year Estate Planning Update

2015 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com  Estate Planning Update  2015 1.  2015 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2.  2015 Gift and Estate Tax Exemption:  rose to $5,430,000 per donor, inflation adjusted. 3.  Marital Deduction for Transfers to [...]

By |2018-08-11T17:08:14-07:00January 1st, 2015|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2015 Estate Planning Update