The vast majority of estate planners must evolve as tax planners. We are now operating in an environment where – in some states – the combined Federal, state and local top marginal income-tax rates are higher than the 40% Federal estate tax rate.
In our eBook 2014 Planning Considerations, we examine the current tax environment by state and discuss estate tax considerations and important factors planners need to consider given proposed changes to the 2015 White House Budget.
Fill out the form below to download our 2014 Planning Considerations eBook to access this analysis and more.
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