If the decedent was married at the time of his or her death, the surviving spouse often has the opportunity to pass on the family wealth while minimizing taxation upon the death of the surviving spouse. This includes the ability of the surviving spouse to disclaim assets in order for those assets to be routed toward the decedent’s irrevocable trust or to the decedent’s children thereby removing these assets from the surviving spouse’s estate.
After-Death Estate Tax Planning
Your attorney may be able to save your family estate taxes when the decedent failed to properly plan through after-death estate tax planning. The attorneys with the Probate Law Firm are here to assist you with passing on your family wealth through after-death estate tax planning.