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Future disposition - PowerPoint PPT Presentation

Recognizing the Need to Engage in Estate Planning

Recognizing the Need to Engage in Estate Planning. Presented by Anita Purewal CPA MSBA. Who Needs Estate Planning?. 2014 Estate Tax Exemption: $5,340,000 /Individual $10,680,000/Couple 2014 Annual Gift Exemption $14,000 Only the 0.14% of all estates in 2013 will owe tax

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Future disposition - PowerPoint PPT Presentation

Recognizing the Need to Engage in Estate Planning