Spring 2017 Issue of Horizons

Another important aspect to estate planning is ensuring that your spouse and descendants are abreast of all estate plan information. Having a trusted advisor to coordinate this information is extremely helpful.

It is also important to continue to keep apprised of your situation and update your estate plan accordingly. As things change in your life, so should your estate plan.

Estate Planning Points

∙ Estate and lifetime gift tax exemption amount: $5,490,000 (in 2017).

∙ Portability: The unused amount from a deceased spouse can be carried forward and used when the surviving spouse passes away.

∙ Estate assets are stepped up to the fair market value at the date of death.

∙ The most recent legal documents are followed, regardless if circumstances have changed.

WEALTH ADVISORY SERVICES GROUP

The RubinBrown Wealth Advisory Services Group helps clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that can integrate income taxes, estate taxes, financial planning, risk management and investment management needs, all in one place, throughout their lifetimes.

For more information, visit www.RubinBrownWealthAdvisors.com/Estate-Planning .

Jason Uetrecht, CPA, CFP ® , AEP ® Partner Wealth Advisory Services Group 314.290.3283 jason.uetrecht@rubinbrown.com

Ted Clifton Manager Wealth Advisory Services Group 303.952.1228 ted.clifton@rubinbrown.com

Christine Boushka, CPA Manager Wealth Advisory Services Group 314.678.3510 christine.boushka@rubinbrown.com

Spring 2017

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