A married couple with an estate of less than $10,500,000 is generally not subject to federal estate tax under current law. But there are important factors to consider before you decide you don’t need to review your current plan (e.g., a rapidly appreciating asset; worries about your heirs mishandling their inheritances; state estate taxes due because of a lower state exclusion amount than the federal exclusion amount). Contact me about possible ways to tailor your “new” estate plan under the revised tax rules. New York Life Insurance Company and its agents do not provide tax or legal advice.
Posted on: Mon, 21 Oct 2013 14:36:23 +0000
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