Thursday, June 10, 2010

Tips to help prepare for the return of the federal estate tax

The prospect of a $1,000,000 exemption means many more families need to plan for the federal estate tax. There are several simple steps you can take to help preserve your assets and your family upon the return of the federal estate tax. Among these steps: reviewing the ownership of life insurance policies, properly titling assets, maximizing annual gifts, funding college savings plans and paying tuition and medical expenses.

Posted via web from The Modern Planner

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