Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

It's Not About the Tax, It's About Liquidity

POSTED ON June 18th - POSTED IN estate planning, liquidity

By Bill Beynon - The US Federal Estate Tax has changed many times over the last 25 years.  Today, each individual can transfer $11.58 million tax free at death.  A married couple can pass $23.16 million.  The latest[…]