Planning Strategies Under a Lower Estate Tax Exemption

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top estate tax rate of 55%. Today, the exemption is at an all-time high of $11,700,000 with a top tax rate of 40%.  Considering the exemption…

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