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kabala & geeseman

Estate Planning And The Tax Act of 2001 â�� What To Do In 2002: The primary change effective in 2002 was an increase in the "unified credit." One can now make some combination of lifetime gifts and bequests at death totaling $1,000,000, without having to pay gift tax or federal estate tax. This is up from $675,000 last year. The annual exclusion for 2002...; Tags: Estate, Kabala & Geeseman, Taxes, Free Trade, Financial Planning, Finance; White papers 2002-05-01
Changes In Law Affecting The Federal Generation Skipping Transfer Tax (GST): The Federal Tax Code includes a tax on transfers of assets, either during lifetime or at death, to individuals who are more than one generation below the generation of the transferor or decedent. Examples of transfers, which are subject to the GST, include gifts to grandchildren above a certain amount,...; Tags: Exemption, Kabala & Geeseman, GST, Federal Tax Code, Taxes, Free Trade, Financial Planning, Finance; White papers 2002-05-01
Estate Planning -- What To Do Now: The main focus of this article is upon estate planning. The key features of the estate, gift, and generation-skipping provisions are: reduction of tax rates, increase in exemptions, separation of the estate and gift taxes, elimination of the estate tax, return of the estate and generation skipping tax in the...; Tags: Estate, Kabala & Geeseman, Taxes, Free Trade, Financial Planning, Finance; White papers 2001-08-01