Wealth Planning Illuminated

Estate Planning Fundamentals: Minimizing estate tax


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While taxes may not be the primary driver of your estate plan, considering your tax planning options can benefit both you and your beneficiaries. Depending on your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary

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Wealth Planning IlluminatedBy CIBC Private Wealth US