Planning for Unmarried Clients

Marty Shenkman and Gideon Rothschild discuss how single individuals should take advantage of the estate tax exemptions.

Though portability is an enormously advantageous tool when coupled with the drastically increased exemptions, married couples aren't the only ones who can benefit. There's still plenty of opportunities for unmarried individuals to act on. 

In this video, Marty Shenkman and Gideon Rothschild discuss how single individuals should take advantage of the estate tax exemptions.

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