In 1996, the government collected $14.4 billion in estate taxes. That’s quite a haul for the government, considering that estate taxes are voluntary. Every dime of estate taxes can be avoided, yet ignorant people, people who do not know any better or who fail to take action keep filling the government’s coffers.
Will you do the same?
Don’t squander taxes by ignoring the issue. With some simple planning, we’ll show you how to control the funds that would otherwise get paid in estate taxes.
Check off on the coupon for an article that will give you some ideas, or call the office at 925-935-5488 to schedule an estate tax review.
Note that investments compared to CDs and T-Bills are not insured while CDs are FDIC insured and the federal government guarantees T-bills. Nothing herein is intended to be legal or tax advice. Readers are encouraged to consult their accountant or attorney. Mention of a particular investment should not be considered a recommendation. Recommendations can only be made by determining your suitability. Past performance is not a guarantee of future results and no investment strategy can guarantee positive returns. Any rates quoted herein are subject to change. The S&P 500 and Dow Jones Industrial Averages are weighted, unmanaged indexes. Mutual fund performance figures are from Morningstar Principia as of 9/30/98 . Stock market measurements are taken from Ibbotson and Associates 1997 Yearbook. Performance measurements of the Dow 5, 10, Fair Value portfolio and mutual funds are as of 9/30/98 (unless otherwise stated) and include reinvested dividends and are before deductions for management fees or transaction costs.