To be able to position your assets optimally, you must understand the parameters of the federal estate tax. Topics covered in this white paper include: Estate Tax Credit or Exclusion Unlimited Marital Deduction Conclusion Click here to read the whole article or download the PDF. … [Read more...] about Free Report: What is the Estate Tax Marital Deduction?
Tax efficiency strategies are a must for high net worth individuals who are engaged in the process of estate planning in California. Fortunately, we don't have a state level estate tax here, though there are a number of states that do have their own estate tax. This is a break, but the federal estate tax can do more than enough damage on its own. You can pass along a certain amount of money to people on your inheritance list before the estate tax becomes a factor. This is why it is only … [Read more...] about California Estate Planning: What Is the Marital Deduction?