Estate Tax Planning

Overview People in this Area

Understanding Complicated Tax Regulations

The real value of a comprehensive estate plan is not just tax dollars saved, but the passing of your legacy to your loved ones.

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: estate taxes, gift taxes, and generation-skipping transfer taxes. Legal planning to avoid or minimize federal estate taxes is an important aspect of comprehensive estate planning.

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