Understanding Estate Tax

Ron Zalban September 27, 2018

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When you die will your heirs need to pay estate tax?

The distribution of a deceased person’s assets is a complicated process that may become more complicated when estate tax is involved. Ron Zalben, CPA at Aboulafa Avital Shrensky & Company law firm and frequent guest on The Goldstein on Gelt Show, shares insights on estate tax. Listen to learn if your estate will be subjected to estate tax, and what the current laws are.

Did you, or are you anticipating receiving an inheritance?

Doug recently came out with a new book geared to those who have received, or are anticipating receiving an inheritance. The Inheritance Book. The book is a resource for people who recently lost a loved one. The book contains 5 essential checklists to streamline the paperwork involved in claiming an inheritance.

If you need a little help getting your inheritance paperwork form in order, Doug has created a free checklist to keep you on track.

Download free resource: Inheritance Paperwork Form

And, if you buy The Inheritance Book, make sure to send me a copy of the receipt and I’ll send you the replay of my recent webinar on “How to Use and Invest Inheritance Money.”

If you have follow up questions about estate tax, be in contact with Ron Zalben: ron@aboulafia.co.il. He is also available on Facebook and LinkedIn.

If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.



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