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    Joshua and Laura Meier Newport Beach Trust and Estate Planning Attorneys Focused on Helping Families with Young Kids
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    Sep 14 12

    End-of-Life Tax Tips

    Newport Beach Law Firm

    End-of-life tax-ducking techniques can cut
    income taxes as well as federal estate and state estate and inheritance taxes.

    It’s never too late to take
    charge of your assets and the inheritances you plan to leave. For that matter,
    it’s never too late to properly plan for death tax burdens.

    Forbes recently addressed this matter in an article titled “Deathbed Tax Dodges: Take These Steps Now To
    Save Later
    ,” identifying certain fundamental tax moves to make even at
    life’s end.

    The article highlights three
    basic steps: (1) ensure that your spouse has been granted your power of
    attorney, (2) create separate investment accounts for you and your spouse, and
    (3) remember the annually-renewing power of gifts to beneficiaries other than
    your spouse.

    The article describes how these
    steps work together to maximize your estate tax savings, as well as reduce the
    size of your estate subject to such taxes. That said, to take full advantage of
    these steps, contact Meier Law Firm.

    Reference: Forbes
    (August 27, 2012) “Deathbed Tax Dodges: Take These Steps Now To
    Save Later

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