It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Federal estate taxes have long since been a lucrative source of funding for the federal government.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.