ESTATE PLANNING QUIZ
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1. This is a basic scenario for your estate planning attorney.
Assume you are a widow, age 65, who owns a home worth $150,000. You own other assets of $500,000 from your husband and some inheritances. You want to be sure and leave as much as you can to your daughter when you die. You are slightly aware of estate taxes, but know nothing happened when your husband died. You ask your estate attorney if you will have any problems.
What's the answer and how long should it take to get one?
2. You want to gift the maximum gift this year to your brother without paying
gift tax. Assume no prior gifting. How much is that ?