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Client Resources

Paley Law Newsletter:

April 2013 - “Estate Planning After ATRA - What Matters Now?”

October 2012 - “How Can You Benefit More By Making Larger Annual Exclusion Gifts in 2013?”

July 2012 - “If You Own Rental Properties or a Business, Are Your Personal Assets at Risk?”

May 2012 - “Will Your Estate Plan Still Work in 2013?”

April 2012 - “What is a Conservatorship and How Can You Avoid Becoming a Conservatee?”

March 2012 - “What is Probate (and Why Do You Want to Avoid It)?”

February 2012 - “How Do You and Your Spouse Own Your Home (and Why Does it Matter)?”

January 2012 - “Is a ‘529 Plan’ a Smart Way to Fund Your Child’s College Education?”

November 2011 - “Are Life Insurance Proceeds Taxable?”

October 2011 - “What is a Grantor Retained Annuity Trust (and why is now an exceptional time to create one)?”

September 2011 - “What is ‘Portability of the Deceased Spousal Unused Exclusion Amount’ (and do you still need...)?”

August 2011 - “Is Your Gift Taxable?”

July 2011 - “Are There Non-Economic Reasons to Create an Estate Plan?”

June 2011 - “Do You Need a Will or a Revocable Living Trust?”

  1. April 2011 - “Are You Happy With Your Current Estate Plan?”

  2. March 2011 - “Any Questions?”

The IRS provides the following information to help you resolve the final tax issues of a deceased person and their estate:

Deceased Persons - Probate, Filing Estate and Individual Returns, Paying Taxes Due

The State Bar of California provides the following Consumer Education Pamphlets:

Do I Need Estate Planning?

Do I Need A Will?

  1. Do I Need A Living Trust?

  2. Kids & the Law: An A-to-Z Guide for Parents

  3. What Should I Know About Elder Abuse?

The American Bar Association provides the following publication:

Estate Planning FAQs

CNN Money provides the following information:

  1. Get Ahead of Your Estate Planning provides information about dying intestate, including an intestacy calculator:

  1. What Happens If I Die Without a Will?

The Tax Policy Center Explains Key Elements of Wealth Transfer Taxes:

How do the estate, gift, and generation-skipping transfer taxes work?

  1. Who pays the estate tax?

  2. How many people pay the estate tax?

  3. How could we reform the estate tax?

  4. What did the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) do to the estate, gift and generation-skipping

transfer taxes?

What is an inheritance tax?

Recent Articles:

Happy Anniversary! The Estate Tax Turns 100 - The Wall Street Journal - April 29, 2016

Executors, Inheritors, Lawyers Flummoxed by New IRS Forms - Forbes - March 9, 2016

Contaminated Property Makes for Costly Inheritance - The New York Times - February 19, 2016

Forget College - Banks are Offering Parents Ways to Save for Their Kids’ Retirement - Business Insider - February 5, 2016

U.S. Tax System: Why do the Rich Just Keep on Getting Richer? - - January 12, 2016

Taxpayer Advocate Warns of ‘Pay to Play’ I.R.S. System - The New York Times - January 6, 2016

If the I.R.S. is Watching You, You’ll Pay Up - The New York Times - January 4, 2016

For the Wealthiest, a Private Tax System That Saves Them Billions - The New York Times - December 29, 2015

IRS Service Should Improve After Some Saw Their “Worst Tax Season,” Advocate Says - MarketWatch - December 29, 2015

Mark Zuckerberg’s Philanthropy Uses L.L.C. for More Control - The New York Times - December 2, 2015

Where Not to Die in 2016 - Forbes - October 16, 2015

California Governor Signs Assisted Suicide Bill Into Law - The New York Times - October 5, 2015

The Dangerous Allure of Incentive Trusts - - September 9, 2015

How to Take the Stress Out of Estate Planning - MarketWatch - September 2, 2015

For Parents With Troubled Children, Financial Hurdles Abound - The New York Times - August 28, 2015

Advising Your Client About the High Cost of DIY Wills - - August 28, 2015

Navigating Tougher I.R.S. Rules for Family Partnerships - The New York Times - August 7, 2015

New Law Establishes New Reporting Requirement for Estates - Estate Tax Blog - August 4, 2015

IRA Pitfall to Avoid - Financial Planning - August 3, 2015

Helping Patients and Doctors Talk About Death - The New York Times - July 25, 2015

Beware of Stepkids Feuding Over the Family Fortune - Bloomberg Business - July 23, 2015

Medicare Proposes Paying for Discussions on End-of-Life Care - The New York Times - July 8, 2015

The Estate Tax Dodge That Went Too Far - Bloomberg Business - July 8, 2015

Bernie Sanders Calls For 65% Top Estate Tax Rate - Forbes - June 25, 2015

Death, Taxes, and Your IRA. Ouch. - The Wall Street Journal - June 11, 2015

Intra-Family Loans: An Estate Planning Strategy In A Low-Interest-Rate Environment - Lexology - June 2, 2015

Your Will and Trusts Aren’t Enough: Using Beneficiary Designations as An Estate Plan - Forbes - June 2, 2015

Tax Court Approves Crummey Trust With No-Contest Clause - Accounting Today - May 26, 2015

Changing What is Irrevocable - Life Irrevocable Trust and Estate Planning - The National Law Review - May 20, 2015

Having Kids Late Can Tangle up Your Finances - Bloomberg Business - May 7, 2015

Facebook’s Tool For Your Digital Estate Plan - MarketWatch - May 6, 2015

Is Your Estate Plan Obsolete? - Morningstar - May 5, 2015

The Right Paperwork for Your End-of-Life Wishes - The New York Times - April 29, 2015

House Votes 240-179 To Repeal Estate Tax - Forbes - April 16, 2015

Fact Check: Despite Rhetoric, Fewer Than 1 Percent of Estates Pay Federal Estate Tax - U.S. News - April 14, 2015

Big Retirement Mistake: Boomers With No Estate Plan - USA Today - April 8, 2015

Seven Tips to Help You Determine if Your Gift is Taxable - IRS - April 1, 2015

Investors Rethink Stocks Given to Family Trusts - The Wall Street Journal - March 27, 2015

The Surviving Spouse Estate Tax Trap - Forbes - March 25, 2015

The Executor’s $1.2 Million Mistake - Forbes - March 4, 2015

Obama Budget Would Upend Estate Plans - Forbes - February 5, 2015

Obama’s Proposed 68% Death Tax Would Be Highest In World - Forbes - February 3, 2015

More Articles:  2014  |  2013   |   2012   |   2011   |   2008-10

Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation

The material provided on this website is published for general informational purposes only and is not intended to constitute legal advice in any particular matter. Transmission of this material does not create an attorney-client relationship.  Paley Law Corporation does not warrant the content of this material and is not responsible for any errors or omissions associated with it.

To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.