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Integrated Wealth Management

Planning Newsletter – Apr 2015

  • Estate tax laws change often.

  • Such estate tax law changes can turn a good estate planning strategy into a bad one for the same client.

  • In 2011, federal law changed to allow each person to pass $5,000,000 (indexed to inflation) to their heirs’ estate tax free.

  • This change in the estate tax law made AB trust planning unnecessary for many people.

  • You need to review the pros and cons of AB trust planning to see if you still need or want to fund a B trust at the death of either you or your spouse.

  • We can help you make this decision along with your estate planning attorney.

Planning Newsletter - Apr 2015