Reduce your State and Federal Estate Tax Bill by Using a Credit Shelter Trust

Larger estates face the possibility of paying a death tax. This tax erodes family wealth and the tax rate is much higher than many other types of taxes. Eleven states impose an estate tax of their own and the size of the estate that is taxable under state law is much lower.

Learn what you can do to reduce your estate tax bill and avoid unnecessary taxation completely in many cases. Darol will also describe the most generous provision of the tax code and how you can use it to avoid all capital gains tax.

As always, you can find additional content and resources at www.BoomXacademy.com. You also may request the FREE BoomX Retirement Plan provided by SC Financial Group by clicking this link.