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Estate Planning

Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the Basic Exclusion Amount which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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Estate Planning | taxandestateplanning.blogspot.com Reviews

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Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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taxandestateplanning.blogspot.com

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Estate Planning: December 2011

http://taxandestateplanning.blogspot.com/2011_12_01_archive.html

Monday, December 26, 2011. For those of us who live in Missouri the article here. Might be of interest. Especially for those who take yoga classes and for those who smoke! On a serious note, I do not think the state tourism commission has caught on to my idea for increasing population growth in our state. Missouri is one of the few states that has NO INHERITANCE tax of any kind. So, if you want to pick a tax jurisdiction to die in, we are one of the best states in which to expire! Bradford L. Stevens.

2

Estate Planning: April 2013

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Monday, April 15, 2013. Estate, Gift and GST planning impact of President Obama's Proposed 2013 Budget. The recently passed 2012 Taxpayer Relief Act that was signed into law on January 2, 2013 was supposed to provide "Permanent Tax Relief". Under the President's budget proposal that tax relief does not look so permanent right now. Among other things the President would like Congress to make the following changes to the existing tax code:. Sales to Intentionally Defective Grantor Trusts ("IDGT's) would be...

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Estate Planning: January 2011

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Monday, January 17, 2011. Current Planning to Avoid the Future Health Care 3.8% "Surtax". A new 3.8% surtax on certain investment income of taxpayers becomes effective January 1, 2013 as part of the health care reform act. While that is nearly two years away, it is not too early to start planning for it now because there are certain things one can do to help reduce or eliminate this new income tax. For individuals, 3.8% of the lessor of:. Net investment income for such taxable year; or,. Here, MAGI is th...

4

Estate Planning: Estate, Gift and GST planning impact of President Obama's Proposed 2013 Budget

http://taxandestateplanning.blogspot.com/2013/04/estate-gift-and-gst-planning-impact-of.html

Monday, April 15, 2013. Estate, Gift and GST planning impact of President Obama's Proposed 2013 Budget. The recently passed 2012 Taxpayer Relief Act that was signed into law on January 2, 2013 was supposed to provide "Permanent Tax Relief". Under the President's budget proposal that tax relief does not look so permanent right now. Among other things the President would like Congress to make the following changes to the existing tax code:. Sales to Intentionally Defective Grantor Trusts ("IDGT's) would be...

5

Estate Planning: Missouri Taxes

http://taxandestateplanning.blogspot.com/2011/12/missouri-taxes.html

Monday, December 26, 2011. For those of us who live in Missouri the article here. Might be of interest. Especially for those who take yoga classes and for those who smoke! On a serious note, I do not think the state tourism commission has caught on to my idea for increasing population growth in our state. Missouri is one of the few states that has NO INHERITANCE tax of any kind. So, if you want to pick a tax jurisdiction to die in, we are one of the best states in which to expire! Bradford L. Stevens.

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Bradford Stevens' Blog: June 2013

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Sunday, June 02, 2013. Esther's 3rd birthday party. Our daughter Hannah (above) invited us over to celebrate our granddaughter Esther's 3rd birthday on June 1, 2013. Esther wanted to have a "purple monkey" theme for her birthday this year. We have no idea where this came from? But, Hannah designed Esther her very own "Monkey Cupcakes" for the event. Daddy Josh and Mommy Hannah helping her with the unwrapping of Esther's presents. But, observant she is! Earth to Monkey.this is Momma Lou talking! You can j...

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Bradford Stevens' Blog: May 2012

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Sunday, May 13, 2012. All mothers are special. None of us would be here without them. My daughter Hannah posted last night on her Facebook page:. Now I understand how being a mom is one of the hardest jobs in the world! So thankful for my mom, grandmoms, and mommy friends who provide good examples and great encouragement. Cheers to all the moms today! Truer words have never been spoken. Happy Mother's Day to all the mothers out there! Bradford L. Stevens. Sunday, May 13, 2012. Sunday, May 06, 2012. My 8 ...

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Bradford Stevens' Blog: March Madness for Small Colleges

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Monday, March 04, 2013. March Madness for Small Colleges. The National Association of Intercollegiate Athletics (NAIA) has officially released the bracket for the 22nd annual Division II Men's Basketball National Championship. The 32-team, single elimination format will take place from March 6 - 12 in Point Lookout, Mo., on the campus of College of the Ozarks (Mo.). For information on the 2013 NAIA Division II Men's Basketball National Championship, click here. Bradford L. Stevens. Monday, March 04, 2013.

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Bradford Stevens' Blog: March 2013

http://bradfordlstevens.blogspot.com/2013_03_01_archive.html

Monday, March 04, 2013. March Madness for Small Colleges. The National Association of Intercollegiate Athletics (NAIA) has officially released the bracket for the 22nd annual Division II Men's Basketball National Championship. The 32-team, single elimination format will take place from March 6 - 12 in Point Lookout, Mo., on the campus of College of the Ozarks (Mo.). For information on the 2013 NAIA Division II Men's Basketball National Championship, click here. Bradford L. Stevens. Monday, March 04, 2013.

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Bradford Stevens' Blog: Christian Family Services, Inc. Annual Dinner 2012

http://bradfordlstevens.blogspot.com/2012/09/christian-family-services-inc-annual.html

Saturday, September 29, 2012. Christian Family Services, Inc. Annual Dinner 2012. One of my favorite charities is Christian Family Services, Inc. Executive Director, Steve Awtrey, was looking sporty in his new gold tie this evening. Above, Steve interacting with a crowd of close to 500 people who gathered at the Saint Louis Frontenac Hilton Hotel on Lindbergh. In 2010 which became a viral hit on U-tube. For those who could not make the dinner here is a link to hear their performance. Of their hit song.

bradfordlstevens.blogspot.com

Bradford Stevens' Blog: July 2012

http://bradfordlstevens.blogspot.com/2012_07_01_archive.html

Friday, July 20, 2012. A good friend sent me the above picture the other day of our little group who traveled to Alaska in June. In the midst of record high temperatures, drought and heat in St. Louis this was a refreshing "cool" memory of earlier this summer. I am in the back on the right with the hat on and Sue is to the left of me. Bradford L. Stevens. Friday, July 20, 2012. Subscribe to: Posts (Atom). McKnight Crossings Church of Christ. Christian Family Services, Inc. Bradford L. Stevens.

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Bradford Stevens' Blog: August 2012

http://bradfordlstevens.blogspot.com/2012_08_01_archive.html

Tuesday, August 28, 2012. Celebrating Sara Pigg Walker. I met Sara when she was a student at Lipscomb University where she, along with our daughters Rachel and Hannah attended. The picture above was taken at Rachel and Klint Pleasant's wedding on August 4, 2000. Sara is the second bridesmaid from the right. This morning, as my father viewed Sara, peacefully lying in the hospital bed, he spoke these three things:. You suffer no more.". You are with Anna.". We shall see you again.". Over the next few hours...

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Bradford Stevens' Blog: Sporting Events

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Sunday, November 04, 2012. Bradford L. Stevens. Sunday, November 04, 2012. Labels: Sporting events; Laddie Stevens; St. Louis Hawks;. Subscribe to: Post Comments (Atom). McKnight Crossings Church of Christ. Christian Family Services, Inc. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55 that the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax f. Bradford L. Stevens. View my complete profile.

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Bradford Stevens' Blog: February 2012

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Tuesday, February 21, 2012. Sam D and Margaret McKee ("Maggie") Jeffers - My Great Grandparents. Bradford L. Stevens. Tuesday, February 21, 2012. Labels: Margaret M. Jeffers. Saturday, February 11, 2012. My Grandfather Lester H. Stevens. Indiana is the state where basketball was invented. Seeing my grandfather as a high school basketball player for the Lyons, Indiana High School basketball team was a treat. I can picture those games like in the movie "Hoosiers". His first job at National Lead was as a se...

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Tax and Estate Planning. Reliance on a Tax Professional May Create an Exception to California’s Delinquent Filing Penalty. Posted by Carl L. Jones. This entry was posted on January 31, 2015 at 7:02 PM and has received 331 views. There are currently 0 comments. Print this entry. Should I Make A Gift During Life or Wait Until My Death? Posted by Carl L. Jones. There are two main considerations when deciding when to make a gift of property. The first is estate tax, and the second is property basis. This ent...

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Founding member of the Wealth Counsel. Member of the Elder Counsel. Member of the NAELA. The Dayton Law Firm Estate Planning Specialists. San Jose’s Trusted Advisors. California Certified Estate Planning Specialists on staff. Estate planning really comes down to…. Bull; Minimizing your estate taxes. Bull; Preserving your wealth and assets for future generations. Bull; Ensuring your plans and desires are carried out. Bull; Your children and grandchildren’s future. Bull; Your past memories and future dreams.

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Estate Planning

Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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