Do you have enough wealth to be clobbered by the estate tax? Then read every word of this article, so you learn how to keep your wealth. But open your mind, because we are about to kill some sacred cows (really conventional wisdom of how most estate planning advisors, inadvertently, make you an estate tax victim). What exactly are these advisors guilty of doing?
Avoid the estate tax monster
The TEP is normally the only plan, but is not designed to save estate taxes. Any claim that a TEP can save you even a dime in taxes, over the unified credit is a myth.