July 26, 2013
July 26, 2013
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$275M Inheritance Fight: What Every Millionaire Can Learn From Jimmy Buffett’s Mistake
Singer-songwriter Jimmy Buffett died in 2023, leaving behind a $275M estate. The bulk of Buffett’s assets went into a marital trust with his widow.
Keep What Matters, Transfer What Counts: A New Approach To Estate Planning
Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 million for couples).