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.
