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What Estate Tax Mistakes Should I Avoid?

Are you wondering how to protect your assets and ensure your loved ones receive what you intend? This guide breaks down the critical estate tax mistakes people often make, which can undermine even the most careful financial planning. Discover the key errors to avoid in estate planning to safeguard your legacy: ► Avoid delaying estate planning, as proactive steps ensure your wishes are honored and prevent costly errors. ► Understand the federal estate tax exemption and portability rules for married couples to maximize tax-free transfers. ► Regularly update your estate plan to reflect life changes and evolving tax laws, preventing outdated provisions from causing issues. ► Properly title assets and designate beneficiaries on policies like life insurance and retirement accounts to align with your overall estate plan and prevent unintended consequences. ► Don't overlook state-specific estate or inheritance taxes, which can apply even if your estate is below federal thresholds and add complexity for your heirs. #EstateTax, #EstatePlanning, #FinancialPlanning, #Inheritance, #LegalAdvice