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Personal Finance After 50 For Dummies, 2nd Edition
book

Personal Finance After 50 For Dummies, 2nd Edition

by Eric Tyson, Robert C. Carlson
September 2018
Beginner content levelBeginner
480 pages
10h 40m
English
For Dummies
Content preview from Personal Finance After 50 For Dummies, 2nd Edition

Chapter 15

Tackling the Federal Estate Tax When You Have Too Much Money

IN THIS CHAPTER

check Discovering the essentials about the federal estate tax

check Listing and totaling your assets

check Trimming your taxes with gifts, deductions, and more

check Understanding the new portability of the estate tax exempt amount

check Considering family estate planning strategies

check Adding life insurance as part of your estate plan

check Circumventing the GSTT

Having too much money is a pleasant problem to have but nevertheless a problem. When you’ve been successful or fortunate and accumulated a valuable estate, a potentially large estate tax bill stands between your heirs and the wealth. And while most estates are exempt from the estate tax, taxes can take a big piece of those estates subject to the estate tax. At times, businesses, ...

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Publisher Resources

ISBN: 9781119543633Purchase book