Estates & Trusts

US estate tax is assessed on the value of the decedent’s assets at the time of death.

In 2013, every person may leave or give away up to $5.25 million without owing any estate tax.

There are several important factors used to determining the taxability of an US estate or trust: taxable gifts, related expenses, charitable contributions, life insurance, annuities, and marital deductions.

Contact us to determine all the rules as they apply to you and your family.