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Tag: Estate Planning

Estate Tax Planning

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Estate Tax Planning Terminal interests: A terminal interest is one that terminates upon the lapse of time or the happening or failure to happen of some event or contingency, if any remaining property passes to a person other than the surviving spouse. If the surviving spouse receives a terminable interest in property; the marital deduction […]

ESTATE TAX: a tax on transfers, technigues to minimize tax and preserve assets

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ESTATE TAX: a tax on transfers, technigues to minimize tax and preserve assets The estate tax is imposed on the privilege of transferring property by will, or through an estate without a will or by operation of law. The maximum estate tax rate is 40% after 2012 and applicable exclusion amount is $5 million indexed […]

Estate Planning?

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Estate Planning? What you should know. No one likes to think about the future when they are no longer living. Sometimes, however, it’s important to focus on the needs of your loved ones. Will they be well-taken care of when you pass? The careful planning of trusts and estates can have a huge impact on […]