A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
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A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
High net work clients will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
Are you a new member of the "two-comma club?" Learn more about living with seven figures. Schedule a free virtual call today with Investably LLC to learn about our capabilities to support you in aligning your wealth to your new life goals and values.
Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.