Estate Tax Planning

The following links are for educational and illustrative purposes only and should not be considered as either individual advice or as a substitute for accounting, legal and other professional services.  Always consult a competent professional for answers specific to your questions and circumstances.

Estate and Gift Taxes

Estate Tax The estate tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or have certain interests in at the date of death.

Frequently Asked Questions on Estate Taxes Find some of the more common questions dealing with basic estate tax issues.

Gift Tax If you give someone money or property during your life, you may be subject to federal gift tax.

Frequently Asked Questions on Gift Taxes Find some of the more common questions dealing with gift tax issues as well as some examples of how different types of gifts are treated.

Filing Estate and Gift Tax Returns Learn when to file estate and gift taxes, where to send your returns, and get contact information if you need help.

What's New - Estate and Gift Tax Stay up to date with the tax law changes related to estate and gift taxes.

Deceased Taxpayers - Probate, Filing Estate and Individual Returns, Paying Taxes Due Information to help you resolve the final tax issues of a deceased taxpayer and their estate.

New Address to Send Applications for Discharge of the Estate Tax Lien  As of June 2016, all applications for discharge of any estate tax lien will be processed by the IRS’s Advisory Estate Tax Lien Group.

Source: irs.gov

To find out more about estate and gift tax planning services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.