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Why Clients Should Start Using Estate Tax Exemptions

Marty Shenkman and Gideon Rothschild discuss why it's important for clients to start using their tax exemptions.

With the passage of the Tax Cuts and Jobs Act, and the new, drastically increased estate and gift tax exemptions that came with it, the estate planning world is changing. No longer should clients necessarily prioritize preserving their exemptions at all costs. For many, using the exemption can now lead to even larger rewards.

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