如果俺的理解對的話,2015年遺產稅好像是每個人可以有$5.43m遺產傳給後人不用繳稅,夫妻二人加在一起可以傳

來源: 水中撈月 2015-08-18 18:37:25 [] [博客] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (1719 bytes)
本文內容已被 [ 水中撈月 ] 在 2015-08-18 18:42:19 編輯過。如有問題,請報告版主或論壇管理刪除.
回答: 關於living trust的更多問題yunchu2015-08-18 17:51:30

不用繳稅的遺產總額應是$10.86m, 如果你們遺產超過千萬,那俺也幫不了你了。

 

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參考資料:

Setting up a marital living trust lets you and your spouse pass your assets tax-free to your beneficiaries. Husband and wife living trusts use the marital deduction and unified credit to reduce or eliminate asset transfer taxes. With the marital deduction, you can give all of your assets to your surviving spouse tax-free. When your surviving spouse dies, the unified credit offsets the tax so your beneficiaries have no tax liability. At the time of publication(2014), the unified credit amount for each spouse is $5.340 million.

http://budgeting.thenest.com/husband-wife-living-trusts-34256.html


For 2009 tax returns, every American received an automatic unified tax credit against federal estate and gift taxes of $1,455,800, which is equivalent to transferring $3.5 million tax-free to your heirs. If you were married, your spouse (also a U.S. citizen) received the same exemption credit, so that you could, as a couple, give a full $7 million to your heirs free of estate tax. There was no estate tax on the first $3.5 million in 2009, meaning you were not required to pay taxes until the sum reached over $3.5 million in 2009.

http://law.freeadvice.com/tax_law/estate_tax_law/unified_tax_credit.htm

所有跟帖: 

據說在加州矽穀千萬也是窮人:) -檸檬椰子汁- 給 檸檬椰子汁 發送悄悄話 (0 bytes) () 08/18/2015 postreply 19:48:44

你這還真不是胡說,看俺隨手撿來的報道: -水中撈月- 給 水中撈月 發送悄悄話 水中撈月 的博客首頁 (697 bytes) () 08/18/2015 postreply 20:09:40

大謝水中撈月。 -yunchu- 給 yunchu 發送悄悄話 (226 bytes) () 08/18/2015 postreply 22:47:58

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