Recently, I had a conversation with a top-notch attorney friend who gave me some shocking news: The U.S. Congress and IRS are contemplating eliminating one of the most valuable estate planning tools available to families with business interests.
But … according to him, there is still time to take advantage of this system if you act soon. And if you live in certain U.S. states, it’s definitely in your interest to do so, since their estate taxation rules can hit you hard.
To hear about this and other estate planning strategies, join me and attorney Josh Bennett for the September edition of Bauman Unplugged. You — and your heirs — will be glad you did.