Cal McCastlain Comments on Estate Planning Basics

Dover Dixon Horne member Cal McCastlain recently spoke to AY Magazine for a story on the benefits of estate planning.

He said, “a thorough estate plan should take into account family situations and the amount and nature of assets.”

McCastlain noted with the Tax Cuts and Jobs Act raising the estate tax exemption to $11.2 million per person, “most people will not be exposed to estate taxes.”

He added, “Instead, people should think of estate planning as an asset-management tool for their individual family situations with the primary goal being to provide a plan and order.”

Share this post:          

Add comment