You may not think you have a “small” estate after knowing the following. Assets that are included in determining the value of your Estate may surprise you. Your gross estate for Federal estate tax purposes is a broad concept. It is not limited to probate property or by state tax exemptions. It includes all your [...]
Tag Archives: north carolina estate tax
August 4, 2008
The Basics of the Federal Estate Tax
At first, most clients that meet with me think that they do not have a large enough Estate to be concerned about it being taxed when they pass away. When I have completed asking them questions they are amazed at the true value of their Estate. The reality is that many people need to start planning [...]
