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Estate Planning

One of the best things you can do for your family and loved ones is to have your estate planning in order.

 

 
 

Estate Taxes

As of January 1, 2011, an estate valued at less than $5 million will not be subject to federal estate taxes.

Annual Gift Tax Exclusion

In 2011, you may gift up to $13,000 per year per individual without triggering the gift tax.