Fall 2021
High Net Worth Estate Planning Considerations
The lifetime federal estate tax exemption of $11.70 million – the amount that each person can transfer without incurring federal gift or estate taxes – is the highest that it has ever been. For many high-net worth families, this has created a tremendous opportunity for passing wealth to the next generation. However, this window may soon close.
Download our Fall 2021 Newsletter (PDF 1.5 MB)
