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"Kevin A. Pollock BLAWG" - 5 new articles

  1. IRS Releases Form 8949 - Executors Now Required to Report Basis of Assets When Administering Estate
  2. Do I Need An Attorney To Prepare A Simple Will?
  3. Trouble with Probate
  4. 2016 Federal Estate Tax Exemption Amount
  5. The Difficulty of Porting a Deceased Spouse's Unused Exemption Amount in Second Marriage Situations
  6. More Recent Articles
  7. Search Kevin A. Pollock BLAWG
  8. Prior Mailing Archive

IRS Releases Form 8949 - Executors Now Required to Report Basis of Assets When Administering Estate

For many years the IRS and beneficiaries of estates had a problem figuring out how much gain should be imposed on an inherited asset because the beneficiaries did not know the basis. The IRS did not like the fact that frequently the value reported...

     

Do I Need An Attorney To Prepare A Simple Will?

I occasionally get asked if it is really necessary to hire an attorney to prepare simple estate planning documents. Usually, the answer is NO, however, I find that once I start asking a few questions, most people really don't need a simple Will and...

     

Trouble with Probate

Sometimes probate can be a simple process. Sometimes it can be a royal nightmare... and sometimes it can be an expensive royal nightmare.

I'm not sure if it is a sign of the times or just a coincidence, but our office has had numerous estates...

     

2016 Federal Estate Tax Exemption Amount

The IRS recently released Revenue Procedure 2015-53, announcing the inflation adjustments to many tax provisions. Of note, the unified credit against the federal estate tax for Calendar Year 2016 is $5,450,000. This is up from $5,430,000 in...

     

The Difficulty of Porting a Deceased Spouse's Unused Exemption Amount in Second Marriage Situations

Many estate planning commentators have joked that estate tax portability will lead to rich individuals marrying others simply to make use of their estate tax exemption. I have found, in practice, that planning can be far more complicated.

Let...

     

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