Have You Had Your Estate Plan Recently Revisited?

June 16, 2017

As written in the May/June 2017 MD News Magazine
By, Richard H. Harris, Attorney, Estate, Succession Planning & Probate Administration Practice Group, Brouse McDowell, LPA

There have been a number of changes made in federal estate tax laws over the last couple of years which have been favorable to the taxpayer. As a result of these changes, many taxpayers may not need the traditional marital A-B trust plan, which was a plan commonly used by estate planning practitioners to maximize the use of each spouse’s estate tax exemption.

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