United States

Tax reform and the current state of estate planning


In RSM’s recent private client services webcast, Charlie Ratner, senior director, Washington National Tax, shared that an estate plan is about more than estate taxes. While the future state of the estate tax is unknown, now is the time to check the foundation of your current plan.  

Below are some of the key benefits of revisiting your estate plan to help ensure it meets your current objectives.  

For assistance with estate tax planning in the face of uncertain reform contact our tax professionals


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