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Estate Tax Planning for Couples

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Estate Tax Planning for Couples

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Estate Tax Planning for Couples
First Death
No tax upon death of 1st spouse to die
Second Death
Revocable Living Trust
Exclusion Trust
Marital Trust
Survivor's Trust
Residuary Beneficiaries
One trust, which settlers can amend or revoke
Survivor's assets.
Survivor may amend or revoke
Applicable Exclusion Amount
Applicable Exclusion
2002-2003=$1,000.000
2004-2005=$1,500.000
2006-2008=$2,000.000
2009=$3,500.000
2010=unlimited
2011 & Later=$1,000.000

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Estate Tax Planning for Couples

Estate Tax Planning for Couples

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Site LicenseSite licenses start as low as $2,995 for your entire organization.

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Estate Tax Planning for Couples

Estate Tax Planning for Couples

Text in this Example:

Diagramming
Build diagrams of all kinds from flowcharts to floor plans with intuitive tools and templates.

Whiteboarding
Collaborate with your team on a seamless workspace no matter where they are.

Data
Generate diagrams from data and add data to shapes to enhance your existing visuals.

Enterprise Friendly
Easy to administer and license your entire organization.

Security
See how we keep your data safe.

Apps & Integrations
Connect to all the tools you use from Microsoft, Google Workspace, Atlassian, and more.

Product Management
Roadmap features, brainstorm, and report on development, so your team can ship features that users love.

Software Engineering
Design and maintain complex systems collaboratively.

Information Technology
Visualize system architecture, document processes, and communicate internal policies.

Sales
Close bigger deals with reproducible processes that lead to successful onboarding and training.

Getting Started
Learn to make visuals, familiarize yourself with the UI, choosing templates, managing documents, and more.

Templates
Get inspired by browsing examples and templates available in SmartDraw.

Diagrams
Learn about all the types of diagrams you can create with SmartDraw.

Whiteboard
Learn how to combine free-form brainstorming with diagram blueprints all while collaborating with your team.

Data Visualizers
Learn how to generate visuals like org charts and class diagrams from data.

Support
Search through SmartDraw's knowledge base, view frequently asked questions, or contact our support team.

Development Platform
Browse built-in data visualizers and see how you can build your own custom visualization.

Open API
The SmartDraw API allows you to skip the drawing process and generate diagrams from data automatically.

Shape Data
Add data to shapes, import data, export manifests, and create data rules to change dashboards that update.

Site License
Site licenses start as low as $2,995 for your entire organization.

Team License
The SmartDraw Team License puts you in control with powerful administrative features.

Security
See how we keep your data safe.

Apps & Integrations
Connect to all the tools you use.