This week, Morningstar finance writer Christine Benz wrote a great informational article about estate planning. In it, she urges readers to update their estate planning documents, even if the estate tax remains in flux. Benz also notes that, "When you consider that real estate holdings are included in one's total estate value, it's not hard to see how reducing the exclusion amount to $1 million or less could touch a lot more families."
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Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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