July 25, 2007

Four Strategies for Estate Planning

There are three questions to ask yourself if you’re looking to minimize your estate or gift tax:

1. What exactly will I be taxed for any gifts this year?

2. What is the long term tax effect of this gift I am considering?

3. What are the tools available to me to minimize any taxes due?

This video shows you four tools that families commonly use to help minimize their estate taxation.

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