Tax Planning

Archive | Tax Planning

The Always Dependable “Death Tax”

September 29, 2012  |   Posted by :   |   Asset Protection Planning, Tax Planning, Trust Design   |   0 Comments

The one constant in life is taxes. We are taxed on nearly every good and service we purchase. We drive down a freeway, come upon a toll, and we are taxed. In fact, on average, you pay nearly $250 in gas taxes every year. We are taxed on property we own. We are taxed on […]

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Minimizing Estate Taxes

April 03, 2012  |   Posted by :   |   Tax Planning, Trust Design   |   0 Comments

According to IRS estate tax filing statistics in 2010, stocks, bonds, and real estate accounted for 62% of assets as a percentage of gross estate.  This statistic shows that many individuals hold various investments and real estate as part of their estates at the time of their deaths.  So how important is it to protect […]

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A Family Limited Partnership

March 21, 2012  |   Posted by :   |   Tax Planning, Trust Design   |   0 Comments

I’m often contacted by business owners that want to leave their business to a son, daughter, or other family member.  Others are looking to leave substantial investment portfolios or real estate holdings to their descendants.  Most individuals that are leaving substantial assets to their loved ones worry that by simply signing over these type of […]

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