Repeal of federal estate tax may be coming this year

Uncertainty about the estate tax's future complicates estate planning.

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New exemption amounts
in effect for 2017

The gift, estate and generation-skipping transfer tax exemptions have all increased over the 2016 levels.

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What's the best way to transfer assets at death?

Two vehicles are the will and the living trust. There are some key differences between them that you need to be aware of.

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Reduce both income and estate taxes with a CRT

A charitable remainder trust can be especially beneficial if you fund it with appreciated securities.

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