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  2. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The tax was repealed in 1802. In the 19th century, ... Six U.S. states levy an inheritance tax on the beneficiary of the estate; Iowa, Kentucky, Maryland, Nebraska ...

  3. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    The federal estate tax only applies to estates worth more than $13.61 million in 2024 or $13.99 million in 2025. This means most people won't owe federal estate taxes on their inheritance.

  4. History of taxation in the United States - Wikipedia

    en.wikipedia.org/wiki/History_of_taxation_in_the...

    Buenker, John D. "The ratification of the federal income tax amendment." Cato Journal. 1 (1981): 183-223. Buenker, John D. The Income Tax and the Progressive Era (Routledge, 2018) excerpt. Burg, David F. A World History of Tax Rebellions: An Encyclopedia of Tax Rebels, Revolts, and Riots from Antiquity to the Present (2003) excerpt and text search

  5. Inheritance tax - Wikipedia

    en.wikipedia.org/wiki/Inheritance_tax

    An inheritance tax is a tax paid by a person who inherits money or property of a person who has died, whereas an estate tax is a levy on the estate (money and property) of a person who has died. [1] However, this distinction is not always observed; for example, the UK's "inheritance tax" is a tax on the assets of the deceased, [ 2 ] and ...

  6. Do I Need to Name Both an Annuitant and Beneficiaries ... - AOL

    www.aol.com/finance/im-planning-estate-name-both...

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  7. List of countries by inheritance tax rates - Wikipedia

    en.wikipedia.org/wiki/List_of_countries_by...

    Inheritance tax or estate tax is the tax levied upon the wealth of a person at the time of their death before it is passed on to their heirs. [1] [2] [3] List.

  8. Can I Name a Minor as a Beneficiary? - AOL

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  9. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Trusts are often created pursuant to an estate plan for wealthy individuals to avoid the effects of the federal estate tax. Under current federal estate tax law, in 2008, individuals that own interests in any property (individually owned, jointly held, or otherwise) which exceeds a fair market value of $2 million is subject to the estate tax at ...