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Take Caution When Including Employees in Your Estate Plan

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If you’re the owner of a small business, you may think of your tight-knit group of employees as a family. SmolenPlevy Principals Jason Smolen and Dan Ruttenberg say it’s critical to be aware of possible unintended tax consequences if you wish to include them as beneficiaries in your estate plan.

The post Take Caution When Including Employees in Your Estate Plan appeared first on SmolenPlevy.


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