Estate And Gift
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Personal
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(August, 2004) As we have pointed out in past articles, estate taxes represent the
single largest threat to a family's wealth over the course of several generations.
Depending upon the size of your estate and the state in which you live, estate taxes can
consume more than half of your family's wealth without proper planning. Life Insurance In Your Estate - (October, 2003) If you're like most people, the proceeds collected from your life insurance will make up a large portion of your estate and, if you're not careful, the proceeds can end up being taxed twice when your spouse passes on. Estate Planning - (August, 2003) As CPAs, we obviously become privy to a great deal of our clients' financial information and if we had to select areas where most of them have a great deal of financial vulnerability, the potential taxes on their estate would rank near the top of the list. |
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