by Joel Roettger | Jul 20, 2018 | Estate Planning, Tax
Again, no change. After steadily ticking up for the first four months of the year, the 7520 rate remains flat for the third month in a row. For August 2018, the 7520 rate will again be 3.4%. A chart showing historical rates since 2008 is here. Some estate planning...
by Joel Roettger | Jul 2, 2018 | Estate Planning, Tax
No change. The 7520 rate remains the same. For July 2018, the 7520 rate will be 3.4%. A chart showing historical rates since 2008 is here. Some estate planning techniques benefit from rising rates. These include Qualified Personal Residence Trusts (QPRTs) and...
by Joel Roettger | May 16, 2018 | Estate Planning, Tax
Another increase. The 7520 rate continues to tick up for inflation. For June 2018, the 7520 rate will be 3.4%. A chart showing historical rates since 2008 is here. Some estate planning techniques benefit from rising rates. These include Qualified Personal Residence...
by Joel Roettger | Dec 19, 2017 | Estate Planning, Tax
The 7520 rate for January 2018 will be 2.6%. A chart showing historical rates since 2008 is here. Source: Rev. Rul. 2018-1 (pdf) Posted by Joel D. Roettger, JD, LLM, EPLS
by Joel Roettger | Nov 28, 2017 | Estate Planning, Tax
The 7520 rate for December 2017 will rise to 2.6%. A table showing historical 7520 rates since 2008 is here. Source: Rev. Rul. 2017-24 (pdf) Posted by Joel D. Roettger, JD, LLM, EPLS