DRE# 01867113
Tami Monasmith, DRE# 01867113 Phone: (831) 710-4464
Email: [email protected]

Tag: Financial Planning

Posted on 01/03/2021
Financial Planning: What is the Estate Tax?
Image by Gerd Altmann from Pixabay If you anticipate that you will inherit an estate at some point or if you plan to leave your estate to an heir, it is important to plan for the potential tax implications of that transfer. The federal estate tax is one aspect to consider. Depending on the value of the estate,...
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