2017-2018 Estate Planning Strategies

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved. If you haven’t prepared an estate plan, this comprehensive guide will help you and your family cultivate a strategy for ensuring your assets are distributed according to your wishes. And if you already have a plan in place, the guide may offer strategies that you currently may not be employing—including strategies that will help you lock in the benefits of higher exemptions and lower rates while they’re available.