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Integrating Estate Planning and Borrowing

Uncovering opportunities under the 2017 tax law.

Tax reform has necessitated a re-evaluation of many individuals’ estate plans. It significantly increased the ability of high-net-worth (HNW) individuals and families to pass wealth free of estate, gift and generation-skipping transfer (GST) taxes, while increasing the importance of income tax planning due to changes to income tax rates and brackets, as well as standard and itemized deductions.

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