80-Year-Old Seeks Advice to Avoid Inheritance Tax on $1 Million Estate

An 80-year-old individual with $1 million in assets is seeking financial advice to organize their finances and prevent their son from being hit with inheritance tax.

21 Feb, 13:30 — 21 Feb, 13:30

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‘I need to get my financial ducks in a row’: I’m 80 with $1 million. How do I prevent my son from being hit with inheritance tax?

“I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home.”

By Quentin Fottrell

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80-Year-Old Seeks Advice to Avoid Inheritance Tax on $1 Million Estate

Read at source (1 outlet)

‘I need to get my financial ducks in a row’: I’m 80 with $1 million. How do I prevent my son from being hit with inheritance tax?

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