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Use It or Lose It: Federal Gift and Estate Tax Exemption Set to Sunset at the End of 2025

The Tax Cuts and Jobs Act (TCJA) of 2017 nearly doubled the federal lifetime gift and estate tax exemption. In 2024, this act currently allows individuals to transfer up to $13.61 million per person and $27.22 million per...more

Estate Planning Newsletter - Second Quarter 2018

We created the Estate Planning Newsletter to help you stay up to date on current estate planning topics, as well as other relevant legal developments and trends. We highlight two alerts in this edition: the first considers...more

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