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Understanding Estate Taxes

August 25, 2017

How To Reduce or Eliminate Estate Taxes Summary Chart

If Married, Use Both Exemptions Living Trust with Tax Planning Uses both spouses' estate tax exemptions, doubling the amount protected from estate taxes and saving a substantial amount for your loved ones. Remove Assets From Estate Make Annual Tax-Free Gifts Simple, no-cost way to …

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August 25, 2017

Buy Life Insurance

Depending on your age and health, buying life insurance can be an inexpensive way to replace an asset given to charity and/or to pay any remaining estate taxes. The three-year rule mentioned earlier does not apply to new policies. But you should not be the owner of the policy -- that would increase …

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August 25, 2017

Charitable Lead Trust (CLT)

A CLT is just about the opposite of a CRT. You transfer an asset to the trust, which reduces the size of your estate and saves estate taxes. But instead of paying the income to you, the trust pays it to a charity for a set number of years or until you die. After the trust ends, the trust assets will …

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