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Estate Planning
Estate planning is the process of reviewing and analyzing one's assets, in conjunction with an attorney and an accountant, to determine whether or not the estate will be reduced by federal taxation.
- Anyone who has created an estate of more than $2,000,000 could be subject to federal estate taxes. Taxes are due and payable nine months after death.
- By working with advisors, a person can substantially reduce his or her estate tax liability.
- Dixon Associates' role is to act as a catalyst in this process, and to provide, if appropriate, life insurance held in an irrevocable life insurance trust to pay the estate tax liability.
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...anyone who has created an estate of more than $675,000 could be subject to federal estate taxes... |
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Dixon Associates serves companies in Eastern Massachusetts. These products can vary substantially from state to state. These descriptions are based on Massachusetts legislation. |
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