Insight on Estate Planning - Year End 2013

In This Issue:

- State death taxes can be hazardous to your estate

- Can portability help preserve retirement benefits?

- Provide for family members with special needs using an SNT

- Estate Planning Pitfall: Your estate plan leaves specific assets to specific heirs

- Excerpt from State death taxes can be hazardous to your estate:

Now that the federal gift and estate tax exemption is permanently set at aninflation-adjusted $5 million ($5.25 million in 2013), many people are feeling more relaxed about the need for estate planning. But don’t overlook state death taxes. Without planning, these taxes could generate significant tax bills for your family...

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Written by:


Adler Pollock & Sheehan P.C. on:

Reporters on Deadline

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