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Integrated Wealth Management

Planning Newsletter - Apr 2018

  • The amount you can pass without owing estate taxes essentially doubled as of January 1st thanks to the recently passed Tax Cuts and Jobs Act of 2017.

  • This estate tax provision will expire at the end of 2025.

  • Estate plans based on prior tax law should be re-evaluated to ensure your intentions match the current law.

  • Older estate plans may ultimately cost your beneficiaries more in taxes and/or unnecessary recordkeeping requirements.