Estate Planning Guide

Now available for free download: 2011 Estate Planning Guide.

The booklet features:

  • Easy-to-understand explanation of the federal estate tax, including tips for calculating federal estate tax
  • New estate tax exemption limits
  • Estate planning strategies
  • "What is Your Estate Worth" worksheet
  • A tool for identifying gaps in estate plans
  • Special planning considerations for business owners, including tips on: Valuing your business; Buy-sell agreements; Minority discounts; and much more!