If you are an heir and the inheritance is sizeable, you will have to file an inheritance tax return. We can do this for you and will give it our utmost care and attention to prevent the inheritance from being taxed more than necessary. But we would prefer to have the (future) testator visit us much earlier. We can then draw up an estate plan which will later enable your heirs to inherit more net than they would have without one. You can use periodic gifts to this end. This may cost you gift tax now, but because of the progressive rates for Inheritance and gift tax, it could ultimately result in considerable savings.
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