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| Tekijä: | Hutton, C. |
| Otsikko: | Taxes and investing Keeping it in the family |
| Lehti: | Fortune
1987 : AUTUMN, No.23, p.44-48 |
| Asiasana: | TAX EVASION USA PERSONAL FINANCE |
| Kieli: | eng |
| Tiivistelmä: | 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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