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Berdon Estate Planning Guide – Strategies for 2016

Berdon Advisors
02.19.2016 | Client Alert
Whether you are setting up your first estate plan or are looking for ideas to make your existing plan more effective and leverage the latest planning opportunities, this guide is your resource.

Updated automatically as tax laws change, the Berdon Estate Planning Guide for 2016 offers insights and strategies to help reduce the impact of taxation, ensure that your loved ones are provided for, and pass on the maximum amounts to your heirs in the most tax-effective way. You’ll find valuable information is such areas as estate taxes, gifting, family-owned business opportunities, charitable giving, life insurance, unmarried and same sex couple concerns, and other key areas.

Developing an effective estate plan

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved. So make sure you have an up-to-date plan in place.

If you haven’t prepared an estate plan, this guide will help you get started. And if you already have a plan in place, the guide may offer strategies that you currently may not be employing. The guide covers:

  • Estate Planning Basics
  • Estate Taxes
  • Lifetime Giving
  • Charitable Giving
  • Family Businesses
  • Life Insurance
  • Special Situations
  • Community Property

We invite you to look through our guide and see which strategies might benefit you. Please contact us for more information on the topics covered and how they may apply to your specific situation.