Matthew Shea

Matthew Shea

Lathrop GPM

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Estate Tax Sunset Encourages Strategic Asset Retitling

Current tax laws provide historically high exclusion amounts for the federal estate and generation skipping transfer tax. These exclusion amounts, however, are slated to sunset by roughly 50% at the end of 2025. ...more

12/18/2023  /  Estate Planning , Estate Tax , Estate-Tax Exemption , Generation-Skipping Transfer , IRS , Tax Cuts and Jobs Act , Tax Exemptions , Tax Planning
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