ESTATE PLANNING
Estate Tax Policy Outlook (2025)
Navigating Uncertainty in Estate Planning Recent estate tax proposals and executive actions have introduced uncertainty...
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Key Considerations for Wealth Planning
ESTATE PLANNING
ESTATE PLANNING
Use It or Lose It: Preparing for the Estate Tax Exemption Sunset
Introduction The Tax Cuts and Jobs Act of 2017 brought about significant changes to tax...
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PHILANTHROPY
Charitable Lead Trusts: Tax-Smart Giving and Wealth Transfer
What is a Charitable Lead Trust? A Charitable Lead Trust (CLT) is a type of...
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WEALTH TRANSFER
How Can I Use Loans to Reduce Wealth Transfer Taxes?
In today’s economic landscape, strategic financial planning is more important than ever. Parents looking to...
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ESTATE PLANNING
Estate Taxes for High-Net-Worth Families
Estate taxes are a key consideration for high-net-worth families, yet they’re often misunderstood. This article...
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WEALTH EDUCATION
How Does the Generation-Skipping Tax Work?
Understanding the Generation-Skipping Transfer Tax (GSTT) Navigating the intricacies of estate planning, you may come...
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WEALTH EDUCATION
Annual Exclusion Gifts
What is the Annual Gift Tax Exclusion? The annual gift tax exclusion (typically called the...
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WEALTH EDUCATION
What is the Gift Tax?
What is the Gift Tax? The gift tax is a federal tax that applies when...
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