Over the past decade, there’s been a steady reduction in the impact of federal estate and gift tax considerations on estate and financial planning in general and philanthropic planning in particular. As tax rates have decreased and exemption levels raised, planning for the transfer of wealth to family members without heavy emphasis on transfer taxes has become possible for many individuals in middle and upper-middle wealth ranges (that is, those with a net worth of $1 ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.