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Planning for the Transfer of the Family Vacation Home

Your family’s vacation home is more than just a property. It is where your family has created memories to cherish for generations. Deciding how to pass down such a meaningful asset can be an emotional decision, but it...more

IRS Announces Increases to Estate, Gift and Generation Skipping Transfer Tax Amounts for 2023

The basic exclusion amount is the total amount that an individual may pass by gifts made during his or her lifetime or by devises and bequests at his or her death without liability for federal estate, gift or generation...more

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