In 2017, the federal gift and estate tax exemption was $5.49 million. The Tax Cuts and Jobs Act of 2017 doubled the gift and estate tax exemption amount to $11.18 million in 2018, and that amount has been adjusted for...more
Earlier this year the stock market entered bear market territory. This happens when the market declines more than 20% or more from its most recent high. The market decline has been attributed to several factors including...more
6/30/2022
/ Charitable Remainder Trust ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
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Inflation Adjustments ,
Irrevocable Trusts ,
IRS ,
Market Volatility ,
Qualified Personal Residence Trust ,
Roth Conversions ,
Tax Planning ,
Wealth Management