Posted on: August 21, 2023
A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high-net-worth clients when they share their wealth. By crafting a comprehensive estate plan, we can address these concerns and protect high-net-worth clients and their loved ones. The following three types of […]
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Posted on: July 11, 2023
In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.
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