“Estate Planning
for the Rest of Us”
To get my complete, FREE article
with all the details…
Here’s some important advice I urge you to follow.
If you don’t have an estate plan in place,
create one now. Right now.
You see, an estate plan isn’t just for the super-rich.
Thanks to today’s ultra-generous $12.92 million exemption for singles, or effectively $25.84 million for married couples, you may have ignored an estate plan.
Here are five facts well worth remembering.
- Even if you’re not exposed to the federal estate tax, you still need to plan for the distribution of your assets and the guardianship of your minor children.
- Having a will ensures that your wishes are respected and legally enforced after your death.
- A living trust can help your beneficiaries avoid probate, which can be a costly and time-consuming process.
- Keeping your beneficiary designations up-to-date, takes precedence over wills and living trusts when your assets are distributed.
- Wills and living trusts alone, do not minimize federal estate tax or state death taxes.
These are facts.
To get the full story don’t miss my latest issue of the Tax Reduction Letter.
CLICK HERE to read my completely new article titled:
“Estate Planning
for the Rest of Us”