Estate Equalization


Definition of "Estate equalization"

Beth Petrone real estate agent
Beth Petrone, Real Estate Agent Coldwell Banker Residential Brokerage - Wellesley

Technique of estate planning under which an estate is divided into two parts and taxed at a lower rate rather than remaining as a whole and taxed at a higher rate. This division may be necessary because of the progressive nature of the federal estate tax.

 

Need help from a real estate agent?


Buy Sell Rent

I agree to receive FREE real estate advice.

Are you a real estate agent?


Residential Rental Commercial

I agree to receive FREE real estate advice.

Have a question or comment? We're here to help.

 

*** Your email address will remain confidential.
 

 

Popular Insurance Terms

Popular Insurance Questions