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Take Note: Significant 2024 Gift/Estate Tax Exemption Inflation Increases

The New Year brought inflation adjustments to the federal and some states’ gift/estate tax exemption amounts, thereby increasing the amount individuals can gift during life and at death free of federal and state gift and...more

Irrevocable Trusts: Who Is the Taxpayer?

In establishing and funding an irrevocable trust, a common question is who is responsible for the income tax liabilities associated with the trust? Many individuals assume that the trust is a separate and independent...more

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