Posts Tagged ‘Morton Law Firm’

How to benefit from modest estate planning

by Becky Gillette Published: May 17,2013

Tags: Banking & Finance, estate planning, Morton Law Firm, retirement planning

While only the wealthiest individuals need to invest in “Cadillac” estate planning for the purpose of minimizing estate taxes, many others can benefit from estate planning more on an economy car level. People who need estate planning that might include complicated trusts are those with assets in excess of $5.25 million for an individual or […] [...]

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