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  • 标题:The Bottom Line
  • 本地全文:下载
  • 作者:Paul D. Fitzpatrick
  • 期刊名称:Wheat Life
  • 印刷版ISSN:0043-4701
  • 出版年度:2019
  • 卷号:2019
  • 期号:May
  • 页码:60-61
  • 出版社:Washington Association of Wheat Growers
  • 摘要:After years of effort and wellthought-out plans, it happens—yourspouse passes away!The following points are thesignificant elements of any strategyaimed at implementing the estateplan you created; addressing theadministration of an estate or trust;establishing values for estate andincome tax purposes; determiningif an estate tax return is required;and distributing assets and fundingtrusts to minimize current anddeferred estate and income taxes.
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