Let’s face it, there is nothing fun about paying taxes. Throughout your life you have paid taxes on everything we could possibly think of from property taxes, income taxes, sales taxes, school taxes and more. Death is the final change the government gets to tax you. That is of course, unless you plan ahead.
An estate tax is paid on the net value of all of your assets, including life insurance owned at the time of your death. If your estate exceeds the exception amount at the time of your death you will be required to pay the estate tax which in recent years has been as high as 55%!
You have worked hard throughout your life to ensure that your legacy is left to the ones that you love, not for Uncle Sam. We can create strategies to reduce the amount owed and advise you on the options available for your family.
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