Estates and Trusts

You are here: Home » Services » Estates and Trusts

US estate tax is assessed on the value of the decedent’s assets at the time of death.

At present there is a $5,000,000 exemption however, on January 1, 2013 we are expecting a significant change in that exemption.

There are several important factors used to determining the taxability of an US estate or trust: taxable gifts, related expenses, charitable contributions, life insurance, annuities, marital deductions.

We are very experienced in all tax aspects of gifts, estates and trusts …as well as the filing of Forms 706, 709 and 1041’s. If you have questions, we’ve got the answers! Don’t hesitate to contact us directly to determine all the rules as they apply to you and your family.

Alan H.

Your company has saved me, and might I add that your staff treated me as if I were the President of some large corp. I will use your company from now on every year for my taxes, again thanks for every thing.

Deanna B.

Expatriate Tax Returns offered me great advice and had my tax return ready to file within hours.

Carl V.

WOW!! This was my first year using Expatriatetaxreturns.com and I was blown away by the service, speed and accuracy of my State and Federal returns.

Christian T.

I highly recommend you to all my fellow expats out here in Shanghai!! See you again next year!!

Richard T.

I would like to give praise for the best tax people I have ever had a chance to work with.

Rosemary E.

Thank you so much for assisting way beyond our expectations.

tag --> tag -->