The Need for Estate Planning

Posted By Jordon Rosen, CPA, MSP, AEP

With the basic exclusion amount over $11.5 million and growing, along with the availability to port a married decedent’s unused exclusion, most individuals will not have a federal or state estate tax liability. For this and other reasons, many Americans are wrongfully thinking there is no longer the need for estate planning. This couldn’t be farther from the truth since factors such as family dynamics, ownership of a family business, providing for special needs individuals, charities, and children from prior marriages, just to name a few, underscore the need to plan.  View our video below to see what you need to know now about estate planning for smaller estates. (Video Length: 22.47 minutes)

 

Having Trouble Viewing the Video?

Watch the video on YouTube at https://youtu.be/jkPpxLPOhTQ

 

Contact Us

If you have questions about the information presented in the video or need assistance with another benefit plan issue, click here to contact us.

Leave a Reply