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Estate Tax
Although the IRS estimates the estate tax is only assessed on 2 to 3 percent of applicable households annually, the "death tax", as it is sometimes known, has become an extremely controversial issue in recent years. These articles and resources will help you learn more about the nature of the estate tax and how it is levied.
Charitable Remainder Trusts
One great way to make the world a better place and lower your estate tax at the same time is to establish a charitable remainder trust. This resource explains three benefits of CRTs.
How Qualified Terminable Interest Property Trusts Can Lower Estate Tax
A QTIP allows you to take advantage of the marital spouse estate tax deduction while ensuring that your children or other designated beneficiaries eventually receive an inheritance. Discover how to lower your estate tax with a QTIP in this helpful article.
Generation Skipping Tax, The
The generation skipping tax is an additional tax on top of the estate tax that is meant to prevent the wealthy from passing on large fortunes directly to third generations.
Estate Tax Rate and Limits
What is the estate tax limit and estate tax rate that will be applied to the assets you pass onto your heirs? The answer depends upon the year in which you die. This handy explanation should simplify the mess and help you estimate your approximate estate tax liability.
Lowering Your Estate Tax through Gifts
This article offers tips for lowering your estate tax and gift tax bite through annual and one-time gifts.
What is Included in the Calculation of My Estate Tax?
When determining if your assets fall below the estate tax threshold, you need to know what to include in the calculation. This list will serve as a quick and handy guide.