estate planning guide

2014 Estate Planning Guide

The 2014 Estate Planning Guide is now available. Feel free to share it with friends and family who you think might find it interesting or helpful. A few of the topics covered in the guide are:

– Wills and trusts

– Gift and estate tax exemptions

– The marital deduction

– Exemption “portability”

– Lifetime and charitable giving

– Annual exclusions

– Business succession planning

– Life insurance

If you have any questions after reviewing the information presented, please do not hesitate to give us a call.