How Tax and Non-Tax Considerations Impact Estate Planning – Part I

Estate planning often focuses on taxes at the federal level and often overlooks issues that occur at the state level. For anyone desiring to undertake comprehensive estate planning, it’s important to understand the impact that the taxes imposed by the individual’s state of residence have on the plan as well as the character and type of assets allowed by the state. Estate Planning is complex and requires an expert in these matters to advise clients properly. The post How Tax and Non-Tax Considerations Impact Estate Planning – Part I appeared first on Progeny Law Firm.
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