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RESOURCES - Estate Preservation

You work a lifetime to create your estate. Our tax laws can, in an instant,
dismantle it.

View additional Estate Planning Concept #1 here and #2 here. (PDF Document; 1 MB)

The High Cost Of Dying
If This is Your Taxable Estate	If you die in 2011 or 2012, the IRS takes	If you die after 12/31/2012, the IRS takes
$ 5,000,000	$ 1,750,000	$ 2,400,000
$ 10,000,000	$ 3,500,000	$ 17,200,000
$ 20,000,000	$ 7,000,000	$ 10,700,000
$ 30,000,000	$ 10,500,000	$ 16,100,000
$ 50,000,000	$ 12,250,000	$ 27,500,000
$ 100,000,000	$ 35,000,000	$ 55,100,000
Taxable Estate shown above you and your spouse exhausted your Lifetime Credits

The government does not care if you are smart enough to use the tax code each April 15th to reduce income taxes and help build your family’s wealth. They are patient.

They take their share of your hard earned assets in cash nine months after you die. The government's share, as shown by the table, is not that different than your entire family's share. Is this the way you want it?

Supporting the General Charity Of The United States and Your State is nice, but giving to your family or the Charity Of Your Choice is nicer. Goldwasser-Appel helps design packages that can pass more money to your family, and to the charities of your choice. The cost of the plan is a tiny percentage of what would otherwise be your family's tax burden, or we may be able to help design a plan that would could completely eliminate the death tax.