The Tax System
Retirement Plans
Estate Tax Reduction Choices
Summary of State Taxes
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The following is a tabular summary of estate tax reduction options For more detail, see Estate Planning and Trust Services: Gift but do it wisely Sell offers retained control and cash flow, and freezes your estate. Can be accomplished without capital gains taxes. Part Gift, Part Sale the sale portion is generally the amount desired to be retained to preserve cash flow or to avoid adverse gift taxes and typically achieves Valuation Manipulation consider creating a family holding company, which can artificially reduce the value of your assets for estate tax purposes. Charitable Giving avoid tax and inefficient government spending of your wealth and accomplish personal philanthropic objectives. Insure insurance offers a means of providing an influx of liquidity into an estate and a hedge against a premature death. |
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The Tax System | Retirement Plans | Estate Tax Reduction Choices | Summary of State Taxes |
