Preserving and Transferring Wealth, from Deloitte & Touche: Cover Page

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Preserving & Tranferring Wealth by Deloitte & Touche

Strategies for protecting and passing your wealth to your heirs.

Introduction

Computing Estate Taxes

The Marital Deduction

Life Insurance

Closely Held Businesses

Nontax Considerations

Complete Table of Contents

Hints and Strategies:

Do All States Recognize Community Property Law?
What Are the Current Gift and Estate Tax Rates?
How Much May I Give Away
Without a Gift Tax Liability?
When Is Life Insurance Included in My Estate?

Current legislation

See our Estate Planning Guide for a strategic overview of estate planning.