Includes tax planning for clients with net worth exceeding the estate tax exemption amount. This amount is $15 million per person and $30 million for a married couple in 2026. Pricing starts at $5,000.
Includes tax planning for clients with net worth exceeding the estate tax exemption amount. This amount is $15 million per person and $30 million for a married couple in 2026. Pricing starts at $5,000.