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A simple plan – Installment sale offers alternative to complex estate planning strategies
May / June 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 938
Abstract: An installment sale can be an effective technique for transferring a family business, real estate or other assets a person expects to appreciate dramatically in the future. By selling the property — at fair market value — to loved ones rather than gifting it, a person can avoid gift taxes on the transfer and freeze the property’s value for estate tax purposes as of the sale date. This article details an installment sale.