Tax Planning

Estate tax planning is a very important part of keeping your wealth where it belongs. Congress is scheduled to increase to $3.5 million the estate tax free amount you can leave as inheritance by 2009, and complete elimination of the tax by 2010. But there's no certainity about either, and as of now, you still need to pay 45 cents per dollar as estate tax for any amount above $2 million.

The articles in this section detail specifics about estate and death tax regulations, options for reducing the liability, how soon you need to start tax planning and how to go about it.
> Family Business Estate Tax Reduction
> Options for Avoiding Estate Tax
> Postponing and Avoiding Taxes: Good News for Smart Estate Planning
> Roth IRA Estate Planning Strategies
> The California State Death Tax Laws
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