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The easiest way to avoid having your estate pay probate or income tax is to have no money or assets. I’ve often heard that the last cheque you should write should be for your funeral and it should bounce. While this may be ideal from a estate planning perspective, it’s not practical. I’ll walk you through some common planning strategies to limit probate and minimize taxes at death.
Your Estate and How to Avoid leaving a Tax Bill!
By Jason A. DeJean
FCSI®, PFP®, CFP®, CPCA®, EPC®
I want the last cheque
I write to bounce.
- Chuck Feeney