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Thanks to the $5 million federal estate tax exemption for those who die in 2011 or 2012, most folks are not exposed to the federal estate tax right now.

Stepped-up basis is the term used to describe the basis of property that a taxpayer receives from a decedent under the Internal Revenue Code § 1014(a).

From WSJ “Your Money Matters: Getting going”.

When someone dies, heirs can be surprised to learn what the estate holds for them. They aren’t alone, either: Estates are often shrouded in some mystery even for the people who plan and manage them.

In the estate planning area of the law two certifications are available to attorneys.

Week 1: Introduction & Personal Assessment

Glossary Of Terms.

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Week 7: Fixed Income Investing