Tax Facts

K—The Estate Funnel

The estate funnel helps to explain the types of property found in most estates, the problems often encountered in settling an estate, and the objectives of estate planning.

All property is created in one of two ways, either people at work or capital at work. Wages are the product ofpeople at work, while interest, dividends, and capital appreciation are the products ofcapital at work.

The Estate Funnel PDFDownload

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