If your estate is going to be exposed to the estate tax, you could potentially reduce the taxable value of your home through the creation of a qualified personal residence trust.
Topics covered in this whitepaper include:
- Federal Transfer Taxes
- Qualified Personal Residence Trusts
Click here to read the whole article or download the PDF.
- Litherland, Kennedy & Associates Attends Exclusive Conference and Celebrates Legal Milestone - May 26, 2023
- The Joy in Joint Trusts - May 10, 2023
- The IRS’ Annual Warning: The 2023 Dirty Dozen - May 1, 2023