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The Ins and Outs of Estate Taxes

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Have you done everything you can to minimize estate taxes? Take our quiz to learn more.

1. Unless changed by new legislation, in 2011 the federal estate tax is

2. A bypass trust is a way of

3. The marital deduction permits unlimited tax-free gifts

A)		Between spouses
B)		By a married couple to their children
C)		Of personal effects

4. Charitable bequests are free of estate tax

A)		Up to 50 percent of adjusted gross income
B)		When made to a QTIP trust
C)		Without any limit

5. Income taxes on retirement plan assets can be generally deferred

A)		Until April 1 of the year after you turn 70 1/2
B)		During your lifetime until funds are withdrawn
C)		If your estate is the beneficiary

6. Gift-splitting is used by married couples to

7. Creative estate planning's primary focus is on


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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.