Financial Architects

  • Home
  • About Us
  • Services
  • Resources
  • Ruminations Blog
  • Contact Us

March 1, 2023 by David E. Hultstrom

Estate Tax Avoidance

The short paper here is about what “loopholes” should be closed to raise revenue. Consequently, it is also a great guide to those perfectly legal strategies. Many of these may be closed eventually, but until then it’s a good guide. Here’s the list of strategies:

  • Zeroed-out GRATS
  • IDGTs
  • Minority interest discounts
  • Gifts over bequests (tax exclusive vs. tax inclusive if done more than three years before death)

Also, see this. While written from an anti-wealth perspective, the wealthy (and those who intend to join them) can view it optimistically: punitively high taxes have always been avoidable and avoided.

Filed Under: uncategorized

RSS Feed

Brochure

Join Our List

Sign up to receive our newsletter "Financial Foundations" and stay informed of important financial planning and wealth management strategies.
  • This field is for validation purposes and should be left unchanged.

Recent Posts

  • Investment Rules
  • Estate Tax Avoidance
  • Winter Ruminations
  • Modern Monetary Theory and Free Lunches
  • Capital Gains Taxes are Really Options Positions

© Copyright 2001-2023 Financial Architects, LLC All rights reserved.

  • Disclaimer
  • Disclosure
  • Form ADV
  • Privacy