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Julie Garber

Updated Articles and Resources

By Julie Garber

    Updated Articles and Resources
    • Archive of 2014 Weekly Wills & Estate Planning Newsletters Created: Sunday, January 05, 2014 Updated: Wednesday, April 16, 2014
      2014 Weekly Wills and Estate Planning Newsletters
    • Overview of 2013 Estate Tax Filing Requirements Created: Sunday, October 07, 2012 Updated: Wednesday, April 16, 2014
      The 2013 tax year ushered in some significant changes to the laws governing federal estate taxes. Learn when a federal estate tax return (IRS Form 706) is required to be filed for deaths that occur...
    • Living Trust vs. Revocable Trust vs. Revocable Living Trust Created: Monday, March 12, 2012 Updated: Wednesday, April 16, 2014
      When it comes to understanding trusts, it is very important to understand that the name of the trust usually does not matter. What matters most is what the written trust agreement says.
    • Overview of Rhode Island Estate Tax Laws Created: Tuesday, April 20, 2010 Updated: Wednesday, April 16, 2014
      If you live in Rhode Island, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The estates of Rhode Island residents, as well as the estates ...
    • What is a Will Contest and When Can a Will Contest Be Filed? Created: Monday, July 06, 2009 Updated: Wednesday, April 16, 2014
      A will contest is a type of lawsuit that is brought to challenge the validity of a Last Will and Testament and can be filed at one of two points during the probate process.
    • IRA Trust - A Special Type of Revocable Trust for Your IRA Created: Sunday, March 22, 2009 Updated: Wednesday, April 16, 2014
      If you have assets valued at $200,000 or more in an IRA, then you should consider setting up a type of revocable living trust that's specifically designed to be the beneficiary of your IRA, commonl...
    • How Do You Make Changes to Your Revocable Living Trust? Created: Friday, January 16, 2009 Updated: Wednesday, April 16, 2014
      One of the benefits of a Revocable Living Trust is that it gives you the flexibility to make changes to the terms of it at any time. But how do you make changes to your trust that will be legally v...
    • Annual Exclusion From Gift Taxes: 1997 - 2014 Created: Friday, February 27, 2009 Updated: Wednesday, April 16, 2014
      The annual amount exempt from the federal gift tax, called the annual gift tax exclusion, was indexed for inflation beginning in 1997 and has slowly increased over the years. Here you will find a ...
    • Revocable vs. Irrevocable Trusts Created: Monday, February 25, 2008 Updated: Wednesday, April 16, 2014
      When it comes to understanding trusts, knowing the difference between revocable and irrevocable trusts is crucial. If you ask for a revocable trust and get an irrevocable one, or vice versa, the legal and tax consequences will be significant.
    • What Types of Assets Can Go Into a Revocable Living Trust? Created: Sunday, April 12, 2009 Updated: Wednesday, April 16, 2014
      If you've created a Revocable Living Trust to plan for mental disability and avoid probate and you think that your estate plan is done once you've signed the trust agreement, it isn't. Why not? Bec...
    • When is Probate Necessary? Created: Sunday, October 12, 2008 Updated: Wednesday, April 16, 2014
      A frequent question I'm asked as an estate planning attorney is "When is probate really necessary?" As with many estate planning questions, the answer depends on many different factors. Here you ...
    • How Long Will Probate Take? Created: Tuesday, September 23, 2008 Updated: Wednesday, April 16, 2014
      One of the first questions I'm asked when I sit down with the Personal Representative of a new estate is "How long is probate going to take?" The answer depends on many factors.
    • Step by Step Guide to Opening a Probate Estate Created: Saturday, December 13, 2008 Updated: Wednesday, April 16, 2014
      In general, there are 8 steps that should be followed in order to open a probate estate with the appropriate state court, but some of the steps can be skipped if the decedent didn't leave a Last Wi...
    • Exemption From Federal Estate Taxes: 1997 - 2014 Created: Friday, February 27, 2009 Updated: Tuesday, April 15, 2014
      The exemption from federal estate taxes has gradually increased over the years while the estate tax rate has gradually decreased. Here you will find a chart that shows the increases in the exemption and decreases in the tax rate from 1997 through 2014.
    • How is the Gift Tax Calculated? Created: Friday, April 10, 2009 Updated: Tuesday, April 15, 2014
      The federal gift tax applies to all gifts that you make during the course of your lifetime. However, every U.S. citizen is given a lifetime exemption from paying gift taxes. Thus, a gift tax will...
    • What is the Future of the Federal Estate Tax - 2012 and Prior Years? Created: Saturday, November 08, 2008 Updated: Tuesday, April 15, 2014
      This article discusses the possible estate tax changes that Congress and President Obama could have made in 2012 and prior years." itemprop="description"><...
    • What Happens to a Retirement Account When the Owner Dies? Created: Saturday, February 21, 2009 Updated: Monday, April 14, 2014
      If your loved one has died and you're the beneficiary of a retirement account such as an IRA or 401(k), then you'll need to understand the tax consequences of inheriting the retirement account. Th...
    • Pros and Cons of Revocable Living Trusts Created: Saturday, November 15, 2008 Updated: Monday, April 14, 2014
      When considering whether or not to include a Revocable Living Trust as part of your estate plan, you'll need to understand the pros and cons of using a trust instead of just a Last Will and Testame...
    • Exemption From Gift Taxes Created: Sunday, June 08, 2008 Updated: Monday, April 14, 2014
      Definition of Exemption from Gift Taxes
    • What Are the Top 6 Estate Planning Myths? Created: Saturday, June 11, 2011 Updated: Thursday, April 10, 2014
      Throughout my years of practice as an estate planning attorney, I've run across many misconceptions about wills, trusts, probate and estate taxes. Read on to find out what I consider to be the top...
    • Who Pays Off a Deceased Person's Debts? Created: Saturday, January 31, 2009 Updated: Thursday, April 10, 2014
      If your loved one has died and the medical and credit card bills have started piling up, then you'll need to understand who will be responsible for paying off all of these debts and in what amounts...
    • Overview of Minnesota Estate Tax Laws in 2014 Created: Sunday, May 26, 2013 Updated: Wednesday, April 09, 2014
      If you live in Minnesota, then you live in one of a handful of states that still collect a local estate tax or inheritance tax. The estates of Minnesota residents, as well as the estates of certai...
    • Overview of Minnesota Estate Tax Laws in 2013 and Prior Years Created: Saturday, March 29, 2014 Updated: Wednesday, April 09, 2014
      If you live in Minnesota, then you live in one of a handful of states that still collect a local estate tax or inheritance tax. The estates of Minnesota residents, as well as the estates of certai...
    • Does Michigan Collect an Estate Tax? Created: Sunday, October 30, 2011 Updated: Wednesday, April 09, 2014
      Michigan did collect a state estate tax prior to 2005. Learn why things changed, and if it is possible for the Michigan estate tax to come back.
    • Duties and Responsibilities of a Guardian or Conservator Created: Saturday, July 05, 2008 Updated: Wednesday, April 09, 2014
      A court appointed guardian or conservator will have numerous duties and responsibilities with regard to taking care of all of the ward's needs.
    • Dying Without a Will in Florida Created: Sunday, September 15, 2013 Updated: Wednesday, April 09, 2014
      When someone dies without a will in Florida, the intestacy laws in the Florida Probate Code will dictate who will inherit the deceased person's estate.
    • Overview of Changes to the New York Estate Tax Exemption Between 2014 and 2019 Created: Friday, April 04, 2014 Updated: Saturday, April 05, 2014
      New York estate tax laws changed significantly on April 1, 2014. Here you will find an overview of the changes that were made and how these changes will effect the estates of New Yorker residents and nonresidents who own New York property.
    • 2014 State Death Tax Exemption and Top Tax Rate Chart Created: Monday, October 28, 2013 Updated: Saturday, April 05, 2014
      Currently only a handful of states and the District of Columbia collect a state estate tax and/or a state inheritance tax. Here you'll find a chart that lists the 2014 estate tax or inheritance tax exemptions and the 2014 top tax rates.
    • State Estate Tax and Exemption Chart Created: Thursday, August 06, 2009 Updated: Saturday, April 05, 2014
      Currently only a handful of states and the District of Columbia collect a state estate tax. Here you'll find a chart that lists the historical and current estate tax exemptions for the states that collect estate taxes at the state level.
    • Overview of New York Estate Tax Laws Prior to April 1, 2014 Created: Thursday, November 26, 2009 Updated: Friday, April 04, 2014
      If you live in New York, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The New York estate tax laws changed as of April 1, 2014. Here y...
    • Overview of New York Estate Tax Laws: April 1, 2014 to March 31, 2015 Created: Friday, April 04, 2014 Updated: Friday, April 04, 2014
      If you live in New York, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The New York estate tax laws changed as of April 1, 2014. Here y...
    • States With an Estate Tax or Inheritance Tax in 2014 Created: Monday, October 28, 2013 Updated: Saturday, March 29, 2014
      In 2014 less than half of the U.S. states still collect an estate tax or an inheritance tax (or both) at the state level. Find out if your state is one of them.

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