Why is the $3,500,000 Threshold So Important?

Each person, whether married or single, has a $3,500,000 tax shelter to protect their assets from federal estate tax. If married, it is important to take advantage of both $3,500,000 tax shelters. The first $3,500.000 worth of assets given to children or other beneficiaries can always be completely exempt from taxes.   However, if you are over the threshold, there is a potential, but avoidable tax.


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