Averting State Estate Taxes, Transferring Digital Assets, and the Portability Election

December 9, 2013

By: Gideon Rothschild


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Gideon Rothschild offers advice on 3 timely topics for financial professionals and estate planners in an article for the website advisors4advisors

1)  Averting state estate taxes with non-grantor trusts

2)  Transferring digital assets at death

3)  The Portability Election: an update on estate planning for financial planners

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