Following are the basic steps you should undertake in planning your estate:
Additional Steps to Undertake if the Value of Your Estate is over $11.58 million in 2020
Following are additional steps if the value of your estate is over the applicable exclusion amount $11.58 million in 2020 and $11.4 million in 2019
Consider placing out-of-state real estate into a trust to simplify probate and potentially minimize state estate tax.
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