search query: @indexterm Personal finance / total: 157
reference: 69 / 157
Author: | Hutton, C. |
Title: | Taxes and investing Keeping it in the family |
Journal: | Fortune
1987 : AUTUMN, No.23, p.44-48 |
Index terms: | TAX EVASION USA PERSONAL FINANCE |
Language: | eng |
Abstract: | A review of tax benefits available to U.S. households under the federal tax laws, linked with estate tax under the 1986 Tax Reform Law. The article advocates placing property assets in a trust, and the use of a bypass trust for spouses, which could be frustrated by a joint tenancy. Two boxes review death taxes on estates in the various states and methods of bequeathing a family business. The exemption of donations to charities and gifts to friends is also summarized. |
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