Estate Tax
Gifting to reduce a taxable estate
Effective where there is genuine exposure, counterproductive where there is not, and the distinction is frequently missed.
Topic
exemption
Every Beneficiary Blueprints article tagged exemption — 4 pieces across 1 section.
Estate Tax
Generation-skipping transfers
A separate tax with its own exemption, aimed at transfers that bypass a generation, and easy to trigger accidentally.
Estate Tax
Portability and the return nobody files
A married couple can double their exemption, and the election is forfeited by default because no return seemed necessary.
Estate Tax
Estate tax: who it actually affects
Federal exemption levels mean very few estates pay it, and state-level taxes catch a considerably broader group.