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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ESTATE PLANNING
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?
How Can I Use Loans to Save Transfer Taxes? In today’s economic landscape, strategic financial...
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ESTATE PLANNING
Understanding Estate Taxes for High-Net-Worth Families
How Are Estates Taxed? Navigating the world of taxes can be complex, especially when it...
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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?
Introduction The gift tax is a federal tax that applies when money or property is...
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