Planning Guide for Marrieds

Deirdre R. Wheatley-Liss

Chapter Chapter 14 in Plan Your Own Estate, 2013, pp 189-208 from Springer

Abstract: Abstract Tax law favors the married. You may not feel that way on April 15 of each year, but a variety of exemptions and deferrals from taxes are only available to married couples. The ticket to this tax-haven nirvana is that you have to plan to have your estate take advantage of most of them before you die—once you’re no longer here, it’s too late.

Keywords: Married Couple; Distribution Scheme; Sole Trustee; Family Trust; Sole Beneficiary (search for similar items in EconPapers)
Date: 2013
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DOI: 10.1007/978-1-4302-4495-0_14

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