How you can avoid impact of the estate tax

摘要

When it comes to the wealth-robbing estate tax, almost every reader of this column who calls me asks this or a similar question, "Irv, can you help me avoid (beat/kill/finesse) the estate tax?" Often, an obscenity about the estate tax is tossed into our conversation. If you are worth about $6 million (or less) the answer to the question is almost always "Yes"; worth more, usually, "No."