go-to-the-guide-buttonYou don’t want to miss all the good information that is included in this year’s Estate Planning Guide. Here are just a few of the topics we’ve covered:

  • Understanding estate planning – it’s more than taxes!
  • Greater estate tax law certainty eases planning
  • Benefits of making gifts to loved ones
  • Charitable giving for your family
  • Family business transition advantages
  • Life insurance provides support and liquidity
  • Planning for single, unmarried, non-citizen spouses or grandparents
  • The impact of a community property system

If you have questions about anything published in this year’s guide or other tax question, don’t hesitate to contact an EFA professional today! We’re here to help!

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