Estate Planning
Do you need to worry about estate taxes? All too often, people underestimate the value of their estate. There are a number of strategies designed to minimize the impact of estate taxes including the Unlimited Marital Deduction, Exemption Equivalent, Tax–Effective Will, Irrevocable Life Insurance Trust, and Annual Exclusion Gifts. C. Geraci & Company can evaluate your specific needs and suggest estate conservation solutions to preserve the maximum amount of wealth possible for your intended beneficiaries.
Resources
- Estate Tax Questions
Estate tax questions and answers.
- Estate Planning: It's a Fact of Life
Some people think estate planning is only necessary for those individuals who appear in "Lifestyles of the Rich and Famous." Unfortunately, this misconception could be costly to your heirs.
- Estate Planning Mistakes
The top ten most common estate planning mistakes.