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2025 Estate Tax Exemptions and Planning Considerations

Federal Exemption Amounts Increased to $13,990,000 - As of January 1, 2025, the federal gift and estate tax exemption amount, as well as the exemption from generation-skipping transfer (GST) tax, (collectively, the...more

Using Private Placement Life Insurance Policies as a Tax Minimization and Wealth Transfer Strategy

High net worth families constantly evaluate mechanisms for growing and transferring wealth in a tax-efficient manner. With increasing state and federal individual income tax rates, enacted and anticipated legislative tax...more

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