• About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Skip to content
  • Skip to footer
The Nautilus Group®

The Nautilus Group®

  • About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Agenda
  • Guestbook
  • Survey

The basics of “tax-wise” estate planning for married couples

How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents?  Read this article from The Nautilus Group to learn about three basic strategies that can help to eliminate or minimize estate and transfer taxes and the key benefits and disadvantages of each.  The Nautilus Group® is a service of New York Life Insurance Company.

Click Here to Download the PDF

Footer

Information

The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

Privacy Policy

© 2025 The Nautilus Group®

Find an Advisor