As difficult as it is, accumulating wealth is only the first step to providing a financially secure future for your family. You also need to develop a comprehensive estate plan. The earlier you begin, the more options you’ll have to grow and transfer your wealth in a way that minimizes taxes and leaves the legacy you desire.
Estate tax
The estate tax rate is currently 40%, and it’s scheduled to remain at that level. The estate tax exemption increased to $5.43 million ...
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