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Stephen Cockriel

Can moving help avoid estate taxes?

Residents of other states who want to avoid estate taxes may find that moving to California, which imposes no such tax, upon retirement is a way to preserve their financial legacy for their heirs.

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Stephen Cockriel

Estate planning and the federal gift tax

California residents going through the estate planning process may not be aware of how gift taxes can affect them. The federal gift tax and the federal estate tax are intrinsically linked.

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Stephen Cockriel

The Unified Gift and Estate Tax Rules

In states like California where real estate valuations tend to run high and also inflate rapidly, it is especially important to be aware of estate tax laws and keep up with changes to them.

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Stephen Cockriel

Understanding Estate Taxes in California

Local residents may benefit from learning more about estate taxes, as described by the Superior Court of California. The personal representative of the estate is typically responsible for paying taxes to the appropriate state and federal agencies for the decedent.

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Stephen Cockriel

Family Wins Large Estate Tax Refund

A recent ruling from the U.S. Court of Appeals for the 5th Circuit granted a family $14.4 million estate tax refund. The court ruled that a 47.5 percent discount should have been applied to the value of the family's art collection for estate tax purposes.

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Stephen Cockriel

How the Estate and Gift Taxes can Affect Inheritance

No one wants their spouse or family members to have to worry about what to do when they pass away. However, many people do not realize that the estate is required to pay taxes on property above the exemption limit that is transferred.

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