Tax Efficient Legacy Planning
Published: April 18, 2022
Tracking Code: 70079
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Currently, an estate is not subject to the federal estate tax until it exceeds $11,580,000 (double for married taxpayers). In 2026, the current exemption will sunset, effectively cutting the amount in half. This piece looks at four options to protect your client's legacy before that happens.

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