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Maximizing Estate Transfers with Family Limited Partnerships: Leveraging Valuation Discounts Strategically

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Maximizing Estate Transfers with Family Limited Partnerships: Leveraging Valuation Discounts Strategically

Attention taxpayers: Family Limited Partnerships may help you transfer wealth to the next generation while reducing potential estate and gift tax exposure. Here’s what you should know.

By David Desmarais, CPA, PFS, MST, MBA, AEP® June 10, 2026