Our advisors at Alpha Family Office ensure peace of mind by protecting our clients’ assets with our proven estate planning and smart retirement strategies. Alpha Family Office helps optimize life with customized estate and retirement planning. Visit: https://RetireGlobally.net
Since 1994, we have been helping clients protect their assets for smart retirement by creating customized estate and retirement strategies with robust financial portfolios to meet their long-term financial and lifestyle goals.
For example, Individual B’s predeceased spouse, Individual C, died before 2026, at a time when the basic exclusion amount was $11.4 million (USD).
Individual C had made no taxable gifts and had no taxable estate. Individual C’s executor elected, pursuant to §20.2010-2, to allow Individual B to take into account Individual C’s $11.4 million DSUE amount.
Individual B made no taxable gifts and did not remarry. The basic exclusion amount on Individual B’s date of death is $6.8 million.
Because the total of the amounts allowable as a credit in computing the gift tax payable on Individual B’s post-1976 gifts attributable to the basic exclusion amount (zero) is less than the credit based on the basic exclusion amount allowable on Individual B’s date of death, this paragraph (c) does not apply.
The credit to be applied for purposes of computing Individual B’s estate tax is based on Individual B’s $18.2 million applicable exclusion amount, consisting of the $6.8 million basic exclusion amount on Individual B’s date of death plus the $11.4 million DSUE amount, subject to the limitation of section 2010(d).
We address the challenges that many of our clients face in today’s global economic environment of complex tax and regulatory changes during adverse or catastrophic market conditions (the so-called “black swan” unexpected events that can dramatically affect global markets and change lives).
Alpha Family Office is the holistic solution available to people looking for stability and control of their assets through our financial planning, wealth management, administrative, and lifestyle services.
Our family office creates customized estate and retirement strategies with robust financial portfolios to meet our clients’ long-term lifestyle and financial goals.
Our advisors would be glad to discuss our retirement planning, private banking, insurance, annuities, trusts, wills, and all available Medicare options for your state.
We also develop custom equity portfolios for clients with rather complex international asset management needs.
Call now +15734417100 to learn how we could help optimize your life.
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