The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount. Read on to learn more.
Attorney at Law Offices of Juliet Cohen, P.C.
Ms. Cohen is an Estate Planning & Elder Law Attorney and member of the American Academy of Estate Planning Attorneys. The American Academy of Estate Planning Attorneys has been recommended by both Suze Orman in her book, 9 Steps to Financial Freedom and Money magazine Read More!
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