The Golden Age of Estate Planning

The Golden Age of Estate Planning

The demand for the services and expertise will be greater than ever in the coming years and decades

The enactment of the American Taxpayer Relief Act (ATRA) in early 2013 gave the vast majority of U.S. taxpayers a reason to breathe a collective sigh of relief.  Among ATRA’s more important changes, the $5 million federal estate tax exemption was made permanent, with an inflation adjustment setting the exemption at $5.25 million in 2013, followed by incremental increases each subsequent year.  For the first time in over 12 years, there’s a reasonable degree of clarity

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