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Archive for November, 2009

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• Inheritance & Estate Taxes

  • Caring for Elderly Parents
    The United Hospital Fund responds to a Sunday Review article, “Bargaining for a Child’s Love.” […]
  • BUCKS; House Sale To a Spouse
    Bucks blog examines former Penn State football coach Joe Paterno's sale of his house to his wife for $1, presumably for estate tax exemption. […]
  • Joe Paterno's House and the Estate Tax Question
    Joe Paterno, the former Penn State football coach, sold his house to his wife for just $1 in July. While it is not clear why he did so, one explanation is that he acted for estate tax reasons. […]
  • More Complications for Death and Estate Taxes
    Terms of the agreement reached by President Obama and Congressional Republicans allowed for choices concerning the new law. But the choices have created additional headaches. […]
  • The Estate Tax Saga That Never Ends
    Paul Sullivan's Wealth Matters column takes on heirs' continued headaches involving estate taxes for the wealthy who died in 2010. […]
  • Using an Inheritance to Teach Your Problem Child a Lesson
    Advice for affluent parents confused about whether to leave more money to their good children or more to the bad ones (who may need more help). […]
  • Estate Tax Break Leaves Wealthy Wary
    With a two-year window that makes it cheaper to transfer wealth to offspring, the richest Americans are struggling with how much money to give. […]
  • Business Dynasties Need to Plan for the Delicate Task of Succession
    Successful succession within a family business involves not just deciding how the shares in the business will be divided, but also who will make the final decisions. […]
  • Fairness in Marriage
    A letter to the editor regarding estate taxes and same-sex marriage. […]
  • Tax Deal Simplifies Estate and Gift Exemptions
    The recent tax deal has given families a chance to rethink how they transfer wealth. […]
  • Tax Law Now Provides Certainty, but for Only Two Years
    The compromise tax law that was enacted in December clarified the tax outlook for the immediate future, but that clarity will last for only two years. […]
  • Charities Stand to Benefit in Continuation of Tax Cuts
    The tax deal reached in December was unexpectedly generous toward gift and estate taxes, so personal wealth advisers foresee benefits for charities. […]
  • Avoiding Probate Can Pose Risks of Its Own
    Passing assets outside of probate keeps them private and can simplify planning, but plans can have unintended consequences if not fully coordinated. […]
  • The Charity Deduction and Tax Reform — Economic View
    Any serious discussion of tax reform should examine the government’s current treatment of charitable contributions. […]
  • The Generous New Estate Tax
    The estate tax will be back next year, after having lapsed in 2010. But it will be far more generous, Paul Sullivan writes in his Wealth Matters column, than it has been. […]

• “Legacy for One Billionaire: Death, but No Taxes”

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    Leona Helmsley was right. Only the little people pay taxes. […]
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    The Death Tax is theft, plain and simple. Inheritance is not income. It belongs to the family and should remain so. The government has no reason whatsoever to feel entitled to take away people's own property. Isn't what's yours, yours? Or is it that what you have is only yours because the govt allows you to have it, or part of it? That's […]
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    The estate tax is a reasonable recognition that the ultra-wealthy do not "earn" vast fortunes in a vacuum all by themselves. It takes a national infrastructure, including a military, police forces, court systems, educational systems to train competent employees, effective and efficient transportation systems, etc., to make such "success" […]
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    I would rather Mr. Duncan's heirs put his money to work constructively in his community rather than the Treasury wasting it, as they will no doubt do. I hope his heirs fight this as long as it takes, and I hope this serves as an example as to why this tax is completely senseless. Excellent. […]
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    Almost anyone can spend almost any amount of money; but few can accumulate large amounts. When death duties effectively tell people "Spend it or give it to the government"; that diverts the attention of those with the rare skill of accumulation to use their time performing the simple task of spending. Why not defer the taxation for a generation s […]
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    The fact that he was a big-game hunter bothers me more than the missed tax opportunity. The tax lapsed, Congress didn't do anything about it. No surprise that some wealthy people are going to die this year and their heirs will benefit. But I didn't know a person could (legally) be a big-game hunter anymore. I understand that hunters help contro […]
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    For all of you crying about the rich read the article a little closer. He started with two trucks and $10,000. There's nothing keeping you from doing this yourself. He earned his money and I guarantee he paid a lot of taxes along the way. If he was smart enough to earn this much and to save this much he deserves to be able to allocate to whoever he […]
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    To all of you who applaud the fact that this family has avoided justly paying several billion dollars in taxes due to George Bush's ill-considered machinations, I would remind you that you will be among the rest of us making up the difference. You say the money would be squandered by the government, well then, I suggest using it to pay down the nation […]
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    "But opponents, who label it a death tax, say it is unfair because it taxes the same income twice — once when it is earned and again when it is passed on to heirs."This is baloney.Most of the estates of very wealthy people consist of capital gains, which have never been taxed, not even once. This includes the Duncan estate. These people are passing […]
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    Estate tax, death tax, envy tax -- it is all the same thing. His wealth has been taxed already. Taxing estates, particularly large ones, only drains capital from productive enterprises. For what? to give the government some more money to handout in entitlements! Hooray for Mr. Duncan. May he rest in peace. […]
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    So, let's review: you work hard all your life and accumulate wealth. (We are a capitalist society and we are told this is a good thing.) During the time you are accumulating wealth you pay taxes. If you are rich you pay a lot of taxes. Then you die and you are supposed to pay taxes AGAIN?Why do we all want to be rich but then we all end up hating the we […]
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    If congress could be sued for malpractice this situation would demand it.To allow the estate tax to have lapsed in such a fashion is inexcusable.While it is reasonable to debate the level of estate taxation this particular failure is shocking.Billions lost at the worst possible time. […]
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    Is this just an omission on the part of this article's author, or does this family truly choose to designate none of its considerable privileged wealth for the benefit of the financially needy members of our society? Zoos, museums, medical research, and safari centers I'm sure are wonderful, but what about using extravagant wealth to meet the needs […]
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    The hatred of the "death tax" by people who will never come close paying it is sure one of the greatest PR successes of the uber rich. It is designed so that the wealth of our nation does not become concentrated in the hands of a few families. Most of the income has never been taxed because of the other PR/legislative coup of corporatocracy that le […]
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    Good for them!I make a very modest salary with a sizeable family to support, and I see no reason why I should get a chunk of this guy's money in the form of government programs.He earned it, he paid tons of taxes on it, he should dispose of it as he sees fit.The fact that there is even a discussion about this shows how little respect for private propert […]
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    We soon will be back to the state of affairs in Feudal England: the main role of the government being the protector of the rich from the poor. In times of record deficits and a decline in the well being of our nation this is yet another perversion of our ideals. […]
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    "But opponents, who label it a death tax, say it is unfair because it taxes the same income twice — once when it is earned and again when it is passed on to heirs."Allowing George W. Bush to make this largely false claim go uncontested helped cost Al Gore the Presidency.The reality is that the estate tax allows unrealized capital gains, gains which […]
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    The American tax system is broken. The tax code is thousands upon thousands of pages long and no one really knows what is in it. The reason for this state of affairs is that our political elites want to reward, encourage, and penalize and therefore they pass legislation to achieve desired ends. If one takes time to take a look at the thousands of pages is th […]
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    As a fundraiser for a well-known not-for-profit organization, I work with some of the wealthiest people in the U.S. It's not just that they paid taxes throughout their lifetime and shouldn't have to pay again after death - it's that most of these people are extraordinarily philanthropic, giving millions upon millions back to society. I would r […]
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    So what you are really saying is that in the middle of this historic economic downturn, we as a nation lost the opportunity to receive about $40 billion in tax revenue, from this one estate - all thanks to George W and now our current bickering congress. […]

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