Investment Management & Trust Update- February 2019
Five Reasons for a Trust
You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need to worry about this tax. But you would be mistaken in that thought, because controlling estate taxes was never the primary object of a sound estate plan. Family financial protection has always been the real goal, and tax efficiency simply supports that goal...
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