Gift, Estate And GST Exemption Amount Increased: How To Plan Now

November 28th, 2022

Originally posted on Forbes.com Introduction The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? […]

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Blended Families Using Spousal Lifetime Access Trusts

November 16th, 2022

Originally posted on Forbes.com Spousal lifetime access trusts (SLATs) are a common estate planning tool but raise nettlesome issues especially for blended families. Why So Many Taxpayers have SLATs […]

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