In This Issue:
- State death taxes can be hazardous to your estate
- Can portability help preserve retirement benefits?
- Provide for family members with special needs using an SNT
- Estate Planning Pitfall: Your estate plan leaves specific assets to specific heirs
- Excerpt from State death taxes can be hazardous to your estate:
Now that the federal gift and estate tax exemption is permanently set at aninflation-adjusted $5 million ($5.25 million in 2013), many people are feeling more relaxed about the need for estate planning. But don’t overlook state death taxes. Without planning, these taxes could generate significant tax bills for your family...
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Topics: American Taxpayer Relief Act, Estate Planning, Estate Tax, Gift Tax, Portability, Retirement Plan, Special Needs Trust
Published In: Tax Updates, Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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