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Marital Deductions in Estate Planning: Rules & Strategies

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Choose an answer and hit 'next'. You will receive your score and answers at the end.

question 1 of 3

The total amount that someone is worth after they die is called:

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1. What is the maximum amount of an estate that a spouse can leave a surviving spouse without paying taxes?

2. Which is a way to minimize the tax liability of an estate?

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About This Quiz & Worksheet

Utilizing the quiz and worksheet helps you review what you know about marital deductions in estate planning. You will be assessed on rules and strategies relating to this type of planning.

Quiz & Worksheet Goals

Use these tools to figure out how much you know about:

  • How to minimize the tax liability of an estate
  • When an individual tax exemption passes on to the surviving spouse
  • Term for the total amount that someone is worth after they pass on
  • The maximum amount of an estate that a spouse can leave to a living spouse without paying for taxes
  • The term for the total amount a person can give to beneficiaries in their lifetime without paying taxes

Skills Practiced

  • Information recall - access the knowledge you have gained about the maximum amount of an estate that an individual can pass to beneficiaries in their lifetime without paying taxes
  • Reading comprehension - ensure that you draw the most important information from the lesson on marital deductions in estate planning
  • Knowledge application - use your knowledge to answer questions about rules regarding estate planning for marital deductions

Additional Learning

Cover more topics with the lesson, Marital Deductions in Estate Planning: Rules & Strategies. In this lesson, you can cover the following objectives:

  • Determine what happens to estate taxes after the people that owe them die
  • See how to minimize tax blows for estates
  • Analyze things married couples can take advantage of in regards to estate planning
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