Monthly Archives: March 2018

Erroneous Blog Postings

Dear Friends and Subscribers In the last couple days you may have received three blog posts from me, one titled Yes, You Will Die, one titled Who Slid This In?, and one titled Your Tax Dollars at Work. The first one was intentional and a must read (if I do say so myself) for anyone [...]

By |2018-05-23T11:05:42-07:00March 30th, 2018|Pauls's Tax Blog|0 Comments

Yes, you will die

As the saying goes, none of us get out of this world alive. And as much as we prefer to ignore this basic fact of life, we really should plan ahead for it. As part of the trust and estate work we do in our firm we see a lot of elderly clients and post-elderly [...]

By |2018-06-15T07:46:04-07:00March 26th, 2018|Pauls's Tax Blog|0 Comments

Throw Grandma under the bus?

For those of you who haven’t been following this stuff, Federal tax law as currently written provides for an inheritance tax on decedent’s estates that exceed $3.5 mil. Currently if you die with a net worth over that amount, your estate (actually your heirs) will be taxed at a 45% rate on the excess value. [...]

By |2018-06-15T07:47:34-07:00March 19th, 2018|Pauls's Tax Blog|0 Comments