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Estate Planning 101
Estate and Gift Taxes
Gifting
Philanthopy
Trusts
Terminally Ill
Probate
Footnotes

1. For example, gifts to minors, spendthrifts and others not capable of properly caring for their assets.

2. This memo is for "basic" knowledge -- so see me for more information on these advanced techniques!

3. This amount goes up to $1,500,000 in calendar year 2004.  See the table of changes made by Economic Growth and Tax Relief Reconciliation Act of 2001.

4. This amount is indexed for inflation.

5. This amount is also indexed for inflation.

6. This amount goes up to $1,500,000 in calendar year 2004.  See the table of changes made by Economic Growth and Tax Relief Reconciliation Act of 2001.
 

 

 

   
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