Posted on January 26, 2012 by donwestjr
US Presidential candidate Mitt Romney tax returns show that his family has taken the opportunity to organize and plan for their future generations. Wonder if their family has a Legacy Plan or a written 100-Year Plan? You can read this article to see what his tax returns reveal:
American Academy of Estate Planning Attorneys Blog http://www.aaepa.com/blog/2012/01/candidates-tax-return-shows-estate-planning/
Filed under: Estate Planning, Taxes | Tagged: Blind Trust, CRUT, Estate Planning, Grantor Trust, Irrevocable Trust, Mitt Romney | Leave a comment »
Posted on January 26, 2012 by donwestjr

Some people believe they can give their assets away before they pass and avoid those pesky death taxes on inheritance. The IRS says, not so fast – we’ve got that covered with this unified gift tax. See the complete article: //ow.ly/1EMCxm
Filed under: Estate Planning, Taxes | Tagged: Estate Planning, Estate Tax, Gift Tax | Leave a comment »
Posted on January 18, 2012 by donwestjr
The US Presidential election in 2012 may have serious impacts on the Federal Estate Taxes. See what the President’s chief economist said recently, http://wills.about.com/b/2012/01/17/what-does-president-obamas-chief-economist-want-to-do-with-estate-taxes.htm
Filed under: Estate Planning, Taxes | Tagged: Estate Planning, Taxes | Leave a comment »
Posted on May 30, 2011 by donwestjr
If you are married and file your taxes jointly, then this article may be of interest to you.
Tax Report: A New Push to Protect ‘Innocent Spouses’ – WSJ.com.
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