• ron7732

Estate Planning and its tax benefits

Dear Clients and Friends,

Estate and Gift taxes are integrated in their computations, they change almost annually and an FAQ for us is: “Ron, how much are the taxes on gifts and at death for me, my Mom…, and how can I avoid or at least minimize them.”

This link is a good to place to start for those of you who may be interested.


http://www.bankrate.com/finance/taxes/estate-tax-and-gift-tax-amounts.aspx

If further questions on avoiding these taxes or with estate palnning in general remain – please call us to see if we can be of help.

For example, if you do not have a basic Revocable Living Trust (not a Will) or if you have not made provisions for your children’s successor home if that becomes necessary I can assure you, you will be best served by calling us.

Best,

Ron

0 views0 comments

Recent Posts

See All

“Deathbed Marriages” vulnerable to challenges

Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short life expectancy due to age or terminal illness are usually looked