You are here: Home Planning Ahead Taxes
Information For Living With: Choose condition »
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Court Appointed Guardian To Manage Your Affairs

Taxes

« Previous

11/11

If your estate  in 2011 is more than $5,000,000 it could be subject to federal estate tax. Even small estates may be subject to state estate taxes.

Consider taxes when deciding how to leave your assets.

One common method to reduce taxes is to give gifts each year up to the amount of the annual exclusion. Another is a Bypass Trust which provides a major tax benefit for spouses.

Complex tax planning is beyond the scope of our mission. Speak with a qualified financial planner, accountant or tax attorney to create a situation that minimizes taxes while accomplishing what you desire.


Please share how this information is useful to you. 0 Comments

 

Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.