Estate planning is an ever-changing section of tax code. Every year the annual gift tax exclusion changes. Every year the estate tax credit changes. With the maximum estate tax rate higher than the maximum income tax rate, it is important to have a proper estate plan.

Our estate accountants work closely with your team of advisors to draft a plan that minimizes your estate tax liability. If you already have a plan, we recommend an annual review to keep it up to date with the changing laws.

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