Marital Financial Planning Insights

Judith Gordon

Principal

Estate Planning

Estate Planning Strategies for Married Couples in the New Decade

February 22, 2022   -   For the first half of the new decade a married couple may be able to transfer approx. $23 million without triggering any federal estate tax for their heirs.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.