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Where You Live Matters, at least for Estate Planning
Did you know some states have estate tax, inheritance tax, both, or neither? But all states have individual laws governing how the assets of the deceased are determined, taxed and distributed.
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Making large gifts now won’t harm estates after 2025
On November 26, 2019, the IRS clarified that individuals taking advantage of the increased gift tax exclusion amount in effect from 2018 to 2025 will not be adversely impacted after 2025 when the exclusion amount is scheduled to drop to pre-2018 levels. The IRS formally made this clarification in final regulations released that day.
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Forgive the mess, we are upgrading the website.
Preparing for a Fall 2023 launch.
