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Not acting, or delaying action, could havenegative tax consequencesfor your heirs, Rubinstein said.
But if you wait until 2026, your family could pay more in estate taxes.
Acting sooner could save potentially millions in estate taxes for your family, he said.
Discounted gifting oflimited partnership orLLC membership interests is one such strategy, he said.
Placing assets in certain types of trusts is another strategy.
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