Making Cents: 2020 Estate moves to make now

By: John P. Napolitano, CFP®, CPA, PFS, MST

As the fourth quarter rolls on, there are financial moves that you may consider making in 2020 that may add up to significant estate tax savings in the long run. While this issue is a bit political, nevertheless, it’s an issue and it would be irresponsible for families in my home state of MA with net worth greater than $2 million to ignore. Your net worth for death tax purposes may include any life insurance or other assets that may mature upon your death along with everything else you own.

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