Estimating Your Estate Tax
- March 3, 2021
Current laws are generous for Federal Estate (death) Tax Exclusions on an estates valued at $11.7 million or less for an individual or $23.4 million per married couple. For Washington State residents individuals can see estate (death) taxes start above $2.2 million for individuals or $4.4 million for married couples. There are strategies you can implement to help minimize or eliminate estate (death taxes). Be sure to read our article below on our website and consult your estate planning attorney before laws change.
Estimating and planning for the estate tax may be important to you because this could be one of the largest expenses your estate may have to pay.
SPENCER NURSE
Title:FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS
The Nurse Team has more than 50 years of combined experience in financial planning strategies. The team focuses on risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. Spencer and his team take direct responsibility of investment management for client portfolios. In the evolving markets and changes in clients’ lives, the team focuses on creating goal based strategies that are tailored to client’s specific situation at various stages in life.
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