****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21.  This episode was recorded when there were anticipated changes.  This could still be educational and you should monitor proposed legislation because changes could still happen in the future, but action items with deadlines no longer apply as of 11/17/21. ****

Listen in to hear how the estate exemption works and what sort of options may be available to you if you ever need to worry about estate tax in the future.