People who are exposed to the federal estate tax must take steps to gain estate tax efficiency. The line that is drawn between those who are exposed and those who are exempt exists in the form of the federal estate tax exclusion.
Topics covered in this whitepaper include:
- Grantor Retained Annuity Trusts
- Limited Power of Attorney
- Understanding the Probate Process and How to Avoid It - September 28, 2023
- Take Precautions to Protect Your Legacy - September 12, 2023
- Regular Reviews and Updates of Your Estate Plan Are Essential - August 24, 2023