Jason Marx

Mandelbaum Barrett PC

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The High Cost of Delay: Why Ultra-High-Net-Worth Families Must Act Now on Estate and Asset Protection

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never been higher-or more...more

5/30/2025  /  Estate Planning , Estate Tax , Gift Tax , High Net-Worth , Life Insurance , Tax Exemptions , Tax Liability , Tax Planning , Trusts , Wealth Management
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