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The Estate Tax Still Matters

The Estate Tax Still Matters for Many of Our Clients

The estate tax is hugely relevant to our clients with larger estates.  When we provide estate planning services for individuals with estates having a value of more than $11.4M and estates of married couples with a value of more than $22.8M, we have to consider the impact of the 40% federal estate tax on the value over those amounts.  Without proper planning, it may mean the family will have to mortgage or sell the farm or business.  Fortunately, there are estate tax planning solutions that can be implemented that will effectively eliminate the estate tax on almost all estates, even those estates that have a value of $40 million dollars or more.

Estate Tax Calculator

One of our affiliate organizations, EstatePlanning.com, has published a calculator that allows you to estimate the impact of the estate tax and probate fees on your estate.  Here is the link:

Estate Planning Tax Calculator

Solutions

In our view, the estate tax is a voluntary tax. It is now possible to implement planning solutions that eliminate the estate tax for the current generation and all future generations into perpetuity. Some of the solutions are conventional and well-known. Others are unique and innovative.

  • Life Insurance Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Business Entity Structuring
  • Third Party Grantor Trusts
  • Charitable Lead Trusts
  • Self-Settled Grantor Trusts
  • Tax-Free Sale Transactions for SCINs and Private Annuities
  • Generational Split-Dollar Life Insurance Strategies
  • Gift Loans

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