Articles Index

What is the current estate tax rate and limits?

The estate tax rate and estate tax rate exemptions applied to the assets passed onto your heirs depends upon the year in which you pass away.

How Can I Lower Estate Tax with a Qualified Terminable Interest Property Trust

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.

What is Included in the Calculation of My Estate?

When calculating your estate tax liability based upon your gross estate, you must include stocks, bonds, mutual funds, real estate, collectibles, automobiles, and more. This quick tip will show you what is included in the calculation of your gross estate.

What is the Generation Skipping Tax?

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.