Borrowing To Pay The Estate Tax

What to do when there are not enough bucks to take care of the financial damage

Liquidity planning for estate taxes in our current economic environment is one of the most important aspects of estate planning. But clients don't enjoy discussing this topic or see it as urgent or critical — until it may be too late.

Estates with a closely held business, family limited partnership, or commercial real estate (and occasionally, very expensive residential real estate) often run into issues of how to pay the estate tax within nine months of the owner's death. And often i

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish