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Advanced Tax Strategies

In: Plan Your Own Estate

Author

Listed:
  • Deirdre R. Wheatley-Liss

Abstract

Your will, power of attorney, living will, and health care proxy are in place. You’ve even looked at an insurance trust or at giving away your assets now. But you still have the government as one of your beneficiaries. What else is a person to do? The tricks don’t stop now. There’s a whole “alphabet soup” of advanced tax planning strategies for you to explore. Think of this as an appetizer, because if any of these appeal to you, you’ll need to see an attorney to find out if the techniques will enhance your plan.

Suggested Citation

  • Deirdre R. Wheatley-Liss, 2013. "Advanced Tax Strategies," Springer Books, in: Plan Your Own Estate, chapter 0, pages 143-155, Springer.
    • Handle: RePEc:spr:sprchp:978-1-4302-4495-0_11
    DOI: 10.1007/978-1-4302-4495-0_11
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