Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning

Trained as a lawyer and CPA, Bob Carlson shares his original Estate Planning research on the pages of Retirement Watch.

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save-your-family-limited-partnerships

Estate Planning to Save Your Family Limited Partnership

January 1, 1998

You can get a discount of 30%, sometimes more, on estate and gift taxes by setting up a family limited partnership. That’s a tremendous discount. And the family limited partnership has advantages in addition to tax reduction. A strategy with so many benefits is bound to attract the IRS’s attention, and that has happened in […]

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