A recent Forbes article does a great job of going over some common estate planning goals that married people should consider as they make their plans. Even though all plans need to be individualized to meet your specific goals and circumstances, married couples face similar issues regardless of their age. If you are married, soon-to-be married, or have developed plan with your spouse that you haven t looked at in years, here are several goals you might want to think more about. Married Couple Estate Planning Goal 1: Taxes Minimizing your tax exposure is one of the most practical goals a married couple can have when developing an estate plan. Many couples are surprised to find out how small a role the estate tax issue now plays in estate planning. In fact, according to the Tax Policy Center, less than one half of one percent of people who die in 2014 will leave behind estates that are subject to the estate tax. So, when you develop your estate plan you will want to focus on tax plannin
Posted on: Fri, 25 Jul 2014 12:35:14 +0000
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