Estate Planning Under the New Tax Act: Everyone Needs a Review

Posted By T. Lee Sherbakoff, CPA/PFS, CFP® on Feb 19, 2019


When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will owe federal estate tax—at least until the act sunsets. That means everything needs to be reviewed.

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