Contrary to popular thought, estate planning is not just something for the extremely wealthy or the elderly. In fact, every adult should consider how they would like to preserve and pass on their wealth to future generations, charitable organizations, or other...
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Month: October 2020
Wealth Transfer Strategies to Consider in an Election Year
With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58...