Advanced Estate Planning

Did you know that:

1. The estate tax rate is currently 45%?

2. The estate tax is separate from the income tax, and is paid on the net value of al of your assets, including life insurance, owned at your death in excess of the exempt amount?

3. For most families, estate taxes are totally voluntary? Only people who fail to plan will end up paying estate taxes.

If you have an estate in excess of the exempt amount, you should consider legitimate, legal estate tax avoidance strategies.

To determine what strategies are right for you and your family, please contact us.