Historically speaking, the federal estate tax is levied on the transfer of a person's money/assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more commonly known as a transfer tax. Legal planning to avoid or minimize federal estate taxes is both an important and prudent aspect of comprehensive estate planning. I can help with any questions relating to estate tax planning with their extensive knowledge in this field.
Our experienced team can answer questions about:
- Federal Estate Tax Exemption
- Annual Gift Tax Exclusion and Lifetime Gift Tax Exemption
- Generation-Skipping Transfer Tax Exemption
- and more