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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