Wealth Management Tip

Wealth Management Tip

Why Legacy Planning Post Tax Reform?

 

The recent enactment of the Reconciliation Act of 2017 (The Act) has led many individuals to believe with the higher federal gift estate and generation skipping transfer tax exemptions, that they no longer need to have an estate plan.  This could not be farther from the truth.  Individuals well below the new exemptions must have legacy and life insurance plans to ensure their families financial security.

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