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2023 Federal and State Estate and Gift Tax Summary

Estate and gift taxes are levied on transfers of property during lifetime and at death. The federal government and many state governments impose such taxes and adjust the amounts subject to tax annually for inflation (or...more

Keep Calm and Plan On: Estate & Gift Changes Ahead

The current federal unified estate and gift tax exemption of $11.7 million per person is set to automatically revert to approximately $6 million on January 1, 2026.  However, with a new president and rebalancing in the House...more

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