In Indiana, we are fortunate that the State imposes no estate taxes. At the Federal Level, Estate Taxes begin on Estates containing assets greater than 11.7 million. However, there are legislative risks associated with estate taxes, such as the possible elimination of the “step-up” in cost basis currently enjoyed by many heirs, as well as the recently enacted Secure Act which eliminated the Stretch IRA. Crown Haven employs advanced strategies to mitigate these taxes for our clients, and every custom-tailored RetireSHIELD includes an assessment of your possible liability and how to address it.