If properly structured, each spouse in a couple may receive the $650,000 exemption from estate taxes. In this situation the focus is assuring that property ownership as recognized in your state of residence is structured to take full advantage of the estate tax deductions. This will include the tools in listed for the under $650,000 estate plus a couple more:

• Marital Deduction/Credit Shelter Will -
• Marital Deduction/Credit Shelter Revocable Trust -

In the event that the estate is for a single individual, the marital deduction will not be relevant and the estate effectively shifts into the next higher category of estates from $1.3 to $8 million dollars.

Please feel free to phone us at (888) 575-5445 or e-mail info@wwkinc.com. We would be happy to discuss your needs and how we may be able to assist you.