People often believe that Estate Planning is a “simple” process designed only for those whose estates will exceed the Applicable Exclusion Amount of $12.92 million in 2023. That myopic view causes many who should undertake Estate Planning to skip it altogether or to look for ways to complete the planning on their own without the services of a qualified Estate Planning attorney. As the last article in this two-part series demonstrated, numerous taxes impact Estate Planning. This second part of this series continues by exploring the various non-tax reasons to create a comprehensive Estate Plan. Read on to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally.
Latest posts by Amy Lazas (see all)
- Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City - June 1, 2023
- The IRS’ Annual Warning: The 2023 Dirty Dozen - May 8, 2023
- The Joy in Joint Trusts - May 5, 2023
