Voices: Michael Foltz, on Planning for State Estate Taxes

Voices: Michael Foltz, on Planning for State Estate Taxes – WSJ.com.

Despite the federal estate tax being removed as a concern for most estates, some families may need to plan to avoid state death tax if they have assets in certain states.

The above WSJ article mentions using a lifetime credit shelter trust, but we have another solution involving dual QTIPs at death (with no need for a lifetime irrevocable trust).

Questions? http://www.OrangeCountyLivingTrust.com

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