Estate Tax is a tax on your right to transfer property at your death. When our first article was written, there were very few taxpayers that encountered the Estate Tax because the exemption level was at an all-time high.
Careful stewardship of generational wealth goes beyond simple preservation and moves squarely into optimization and growth of existing assets. To preserve can mean to lose. IF traditions impede progress, preservation is counter-intuitive. How will you be the steward of your family’s generational wealth? This is also related to financial planning and creating a bulletproof retirement plan with our trusted wealth advisors.
The estate tax is levied on the entirety of one's estate upon their passing. This article will guide you through the history of the estate tax while making sense of its complexity and volatility.