Estate Tax Returns: When To File And What You Need To Know

Описание: With the exemption from federal estate tax so high, $11,700,000 in 2021, many people believe their families will never have to worry about filing a federal estate tax return (IRS Form 706) on their deaths. And that is true…ish.  There’s something called the Deceased Spouse Unclaimed Exemption Amount (DSUAE) that could save your family a lot of money, but you can only claim it if you file an estate tax return.
Join us as we discuss 706s, Deceased Spouse Unclaimed Exemption Amount (DSUAE), common mistakes to avoid, and more with trust and estates tax expert, Margaret Schopp. https://absolutetrustcounsel.com/057e...

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Your Trust Administration Guide:
The job of a trustee isn’t as easy as one may think. You must give legal notices, retitle assets, file tax returns, understand a legal document, and perform a variety of tasks most people find unfamiliar. As a trustee, if you forget a step or make a mistake, you could be held liable. Protect yourself, have a plan, and find out the next steps about your specific trust. Schedule a one-hour roadmapping session with Absolute Trust Counsel. We will review your trust, answer your questions and develop an action plan to get the job done right. https://absolutetrustcounsel.com/trus...

Kirsten Howe and the Absolute Trust Counsel Team Can Be Reached at 925-943-2740 or [email protected].

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