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Estate plans require a fresh look

Thinking around bequests shifts as capital gains tax and estate tax exemption rise

Significant tax law changes mean it's time to dust off your estate plan. Long-term capital gains tax rates now range from 25% to 33%, with the combination of the top federal, state and local rates and the Medicare surtax. This hike in capital gains tax rates, coupled with the greater federal estate

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Estate plans require a fresh look

Thinking around bequests shifts as capital gains tax and estate tax exemption rise

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