Estate Tax
Federal Gift and Estate Law in 2013 and Beyond
The federal estate tax will continue to affect only the richest families in America, under legislation passed by Con
Using QDOTs to Plan for Noncitizen Spouses
A Qualified Domestic Trust (QDOT) is designed to achieve a very particular goal: deferring federal estate tax when a U.S. citizen dies
Charitable Lead Trusts
A charitable lead annuity trust gives you a way to make a large gift to charity, get a tax break, and eventually leave assets to family members.
The Federal Gift Tax
If you make very large gifts during your lifetime, you may owe federal gift tax.
Life Insurance Trusts
If you own a life insurance policy on your own life, and you’re concerned about estate taxes, you may be able to use a life insurance trust to red...
Oregon Estate Tax
If you’re a resident of Oregon and leave an estate of more than $1 million, your estate may have to pay Oregon estate tax.
Ohio Estate Tax
Only the estates of Ohioans who die in 2012 will have to think about paying Ohio estate tax—the tax has been repealed, effective January 1, 2013.
Tennessee Inheritance (Estate) Tax
If you live in Tennessee, you may know that your state imposes its own inheritance tax.
Rhode Island Estate Tax
If you’re a Rhode Island resident, your estate is more likely to owe Rhode Island estate tax than it is to owe federal estate tax. That’s because ...
Vermont Estate Tax
If you make your home in Vermont (or own valuable property, such as a vacation home, in the state), then after your death, your estate may owe Vermont...
Washington Estate Tax
Washington state currently imposes its own estate tax on estates worth more than $2 million.
North Carolina Estate Tax
If you are a North Carolina resident fortunate enough to leave a very large estate, worth millions, it may owe both federal estate tax and a separate ...
New York Estate Tax
New York taxes estates of more than $1 million, which means that even if your estate isn’t large enough to owe federal estate tax (which currently e...
New Jersey EstateTax
New Jersey collects both an inheritance tax and its own estate tax, separate from the federal estate tax.
Massachusetts Estate Tax
Under current law, if you leave an estate worth more than $1 million, it may owe Massachusetts estate tax. The maximum state tax rate is 16%.
Illinois Estate Tax
Illinois has its own estate tax, which applies only to estates with a value of more than $2 million.
Hawaii Estate Tax
After doing away with its estate tax, Hawaii brought back the tax, applying it to estates that have a total value of more than $3.5 million.
District of Columbia Estate Tax
Estates with a total value of more than $1 million may be subject to the District of Columbia estate tax, which is separate (and in addition to) the...
Connecticut Estate Tax
Connecticut currently imposes its own estate tax on estates that have a total gross value of more than $2 million.
Reduce Estate Tax by Making Gifts
One way to avoid or reduce estate tax is to give away property during your life. This gives you more than just tax savings; you also get to see the re...
A Pooled Charitable Trust: Do Good and Get Tax Breaks on a Budget
One increasingly popular way to help out a favorite cause is by donating to a "pooled" charitable trust. You can do this with a contribution of $5,000...
Estate Tax: Will Your Estate Have to Pay?
Now that the personal exemption for estate taxes is $5.25 million, only those with very large estates will owe federal estate tax when they die.
Estate Tax: 2011 Tax Law Has New Rules for 2010 Deaths
2010 and 2011 brought big changes in federal estate tax law. In 2010, there was no federal estate tax. But new rules about the tax basis of inherited ...
The Charitable Remainder Trust: Do Good and Get Tax Breaks
A charitable trust lets you donate generously to charity, and it gives you and your heirs a big tax break. But charitable trusts also require that tha...
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