Estate Planning Strategy?
• Present Situation
• Client’s Goals
• Who should be executor?
• “Natural objects of client’s bounty”
• Names and addresses
• Specific gifts
• Charitable gifts
• Non-mandatory recommendations to executor
• Personal considerations in making bequests
The 2017 Internal Revenue Code has abolished the Federal Estate Tax.[1] However, you will still have to do with the death taxes in your own state.
Be sure to pick up your “Free Gift,” elsewhere on this website
[1] Given all the rancor over policy in Washington as of summer 2018, that “abolition” is good until the next election.
Estate Planning Strategy?
On the right is a slide show that offers you questions rather than answers:
- Who gets what?
- Who is in charge (called the executor)?
- How much do you have?
- If you own a business, how much is it worth.
The slides also show how we tackle drafting your estate plan.
As each case are unique may differ from slides, but general process are the same.
Questions?
Use the “Contact Us” utility on this website or call 610-972-2494; or askdave@daviddunnlaw.com