Sentences with phrase «future estate tax liabilities»

If your estate's value exceeds the annual estate tax exemption of $ 5,450,000, creating a charitable remainder trust will also separate the value of these assets from the value of your estate, reducing your future estate tax liabilities.

Not exact matches

Consider getting professional advice to establish appropriate strategies to minimize your future gift and estate tax liability.

An «estate freeze» can be undertaken concurrently which would fix the parents income tax liability at death and allow future growth to accrue to the children; however that is beyond the scope of this blog.

Our Certified Financial Planners (CFPs) offer unbiased financial advice to create a personalized financial plan that takes into consideration your current net worth, tax liabilities, asset allocation, and future retirement and estate objectives.

Proper estate planning with life insurance can help you avoid or eliminate your estate tax liability to preserve your legacy for future generations.

«Before anything is decided, both parties should consult their tax and legal advisers concerning the future implications of deferred payments, goodwill, non-compete agreements, reserves, contingent liabilities, and a host of issues that can surface months, even years, after the final handshake,» says Joseph Klock, CRB, CRS, a 50 - year real estate veteran, in Real Estate Professional, Nov. / Decestate veteran, in Real Estate Professional, Nov. / DecEstate Professional, Nov. / Dec. 1997