Estate Tax Planning
There are a variety of strategies that can result in significant estate tax savings for your family is used properly.
Do you have to be a fat cat to benefit from estate tax planning? The answer is no. Even if your estate is less than $5 million, you may still be able to take advantage of important elections at the death of the first spouse that will make sure that more of your hard-earned money will pass to your family or the charity of your choice... instead of the government!
Ohio Estate Tax is STILL DUE for those who died prior to January 1, 2013 if the value of their estate at death plus any gifts made within three years of death was greater than $338,333.