Estate Plan: Review Now

It is important to periodically review your estate plan. The current economic climate being uncertian and the Obama Administration's priority to change the estate tax make now a good time to review your estate plan. There are six things to consider while reviewing your estate plan: Formula Clauses/ In Your Will Or Trust, Bypass Trusts, State vs. Federal Estate Tax, GRATs, Family Limited Partnerships, and Beneficiary Designation Forms.  This article explains these six impotant things t consider while reviewing your estate plan.
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David M. Frees, III
Attorney, Speaker and Author
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