“Don’t Bogart that Exemption ($5.34M estate), My Friend.”

What if you could apply – to your own tax-savings advantage — your parents’ or divorced spouse’s $5.34 million estate exemption that otherwise will likely end up unused?  That is, pass their exemption to you.   This topic centers on tax planning with the Delaware Tax Trap.

Click here for my March 20, 2014 email alert.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s