A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read this blog by my friend and colleague, Steve Hartnett, an expert planning expert, to learn more about this proposal and its prospects.
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- No, Writing Your Will on a Napkin Isn’t Enough - November 28, 2023
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