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Home » Estate Planning » How Tax and Non-Tax Considerations Impact Estate Planning – Part II

How Tax and Non-Tax Considerations Impact Estate Planning – Part II

May 31, 2023 by Courtesy of Parman and Easterday

People often believe that Estate Planning is a “simple” process designed only for those whose estates will exceed the Applicable Exclusion Amount of $12.92 million in 2023. That myopic view causes many who should undertake Estate Planning to skip it altogether or to look for ways to complete the planning on their own without the services of a qualified Estate Planning attorney. As the last article in this two-part series demonstrated, numerous taxes impact Estate Planning. This second part of this series continues by exploring the various non-tax reasons to create a comprehensive Estate Plan. Read on to learn more.

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Courtesy of Parman and Easterday
Courtesy of Parman and Easterday
Parman & Easterday is an estate planning law firm in Oklahoma City and Tulsa, Oklahoma.We focus on providing peace of mind for our clients through effective and thoughtful estate planning Read More!
Courtesy of Parman and Easterday
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Filed Under: Estate Planning, Legal Education

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