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Phone: 201-345-3018

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Posts tagged "estate and gift tax"

Business owners should consider making gifts before end of year

In our last post, we spoke about the importance of reviewing one's estate plan periodically to ensure it keeps up with current law and continues to serve one's needs. We named five different events that should prompt the review of one's estate plan. A recent article in Forbes looks at the matter from the perspective of wellness. The article does mention the importance of reviewing one's estate plan, particularly for families with family-owned businesses, and notes that now is a particularly good time to do so.

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