Why do I need an estate plan?

• Married couples: Federal rules let you transfer unlimited assets to a legal spouse—no gift tax now and no estate tax later.
• Unmarried partners: The unlimited spousal break doesn’t apply. Instead, any gift you make taps into your lifetime gift‑and‑estate tax exemption (currently $13.61 million). Whatever you use while alive reduces what’s left to shelter transfers at death.
• Annual exclusion: Regardless of marital status, you can give up to $18,000 per person each year without gift tax and without touching your lifetime exemption.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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