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Tag: Estate Planning

AB Trust Creates Tax Liability

The Will or revocable Trust you signed to minimize estate taxes may actually increase the tax burden on your family after your death. There have been significant changes to the federal estate tax system since 2013, including the doubling of the federal estate tax exemption to $11.18 million as part […]

Estate Planning with highly appreciated stock

May 28, 1998 - News by

Thursday, May 28, 1998 Wichita Business Journal – by Dan C. Peare The 1990s have seen one of the largest — and longest — bull market rallies of all time. As a result, there are more individuals whose estates consist of large amounts of highly appreciated securities. Because of existing […]

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