How to turn $360,000 into $10 million tax-free

摘要

Let's spell out the problem right off the bat: The estate tax monster is going to get you. The question is not if, but for how much. Let's pick an estimated tax number — say $10 million — to work with for the rest of this column. Write down your estimated estate tax number, so you can enjoy playing the how-to-win-the-estate-tax game. Yes, you can and will win the game. The trick is to not get caught in the tax trap of concentrating all your effort on lowering the estate tax.