Lock in the estate tax exemption with a new technique
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Lock in the estate tax exemption with a new technique

11 months ago · 239.3 KB Download

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With the future of the unified credit amount hanging in the balance, a new estate freeze technique may be the answer financial planners and their clients are looking for. This strategy is designed for those who want to take advantage of the current $11,580,000 exemption but are worried about giving assets away in the current environment. This Leimberg Information Services, Inc. newsletter walks you through what you need to know to lock in the exemption while retaining maximum control, access,

Download the Lock in the estate tax exemption with a new technique

File name: Lisi-grip-nwsltr.pdf

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