What if I have a very large estate?

You may want to consult an attorney if:

1) Your estate is valued at more than the federal estate tax exemption amount (currently at approximately $11.2 million for an individual, but liable to fluctuate). For more information: https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax.

2) Your estate is worth millions and you live in a state with estate or inheritance taxes. For more information: https://www.nolo.com/legal-encyclopedia/state-estate-taxes.html; https://www.nolo.com/legal-encyclopedia/state-inheritance-taxes.html.

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