US estate tax is based on the value of the decedent’s assets at the time of death.
Currently, there is a $11,400,000+ Federal Estate Tax exemption.
Several important factors determine the taxability of a US estate or trust: taxable gifts, related expenses, charitable contributions, life insurance, annuities, and marital deductions.
Expatriate Tax Returns proudly offers estate and trust tax services. We have extensive experience in all tax aspects of gifts, estates, and trusts, including the filing of Forms 706, 709, and 1041. If you have questions, we have the answers! Our estate and trust tax services are comprehensive, ensuring you properly file from start to finish. Contact us directly to determine all the rules as they apply to you and your family.
