BLS Insights

The Need for Estate Planning

Published on

With the basic exclusion amount over $11.5 million and growing, along with the availability to port a married decedent’s unused exclusion, most individuals will not have a federal or state estate tax liability. For this and other reasons, many Americans are wrongfully thinking there is no longer the need for estate planning. This couldn’t be farther from the truth since factors such as family dynamics, ownership of a family business, providing for special needs individuals, charities, and children from prior marriages, just to name a few, underscore the need to plan.  View our video below to see what you need to know now about estate planning for smaller estates. (Video Length: 22.47 minutes)


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About the Author

Jordon Rosen, CPA, MST, AEP®

Retired Director
Tax & Small Business

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