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Home » Asset Protection » Understanding Tax Apportionment Clauses

Understanding Tax Apportionment Clauses

June 29, 2022 by Courtesy of Parman and Easterday

Many individuals mistakenly believe that they need a large estate before concerning themselves with taxes at their death. While the Federal government does not impose taxes until an estate exceeds the Applicable Exclusion Amount, it’s important to the role that state estate and inheritance tax play, as well as a beneficiary’s own financial picture. Without careful consideration regarding the source of payment, disastrous consequences result. Read on to learn more.

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Filed Under: Estate Planning, Legal Education

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