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Ringing in 2024 with Updates on Estate and Gift Taxes

The New Year brings with it new estate and gift tax exemption and exclusion amounts.   In 2017, a new tax law doubled the federal estate and gift tax exemption. And that exemption amount has increased each year between 2018...more

Understanding Irrevocable Life Insurance Trusts and Their Tax Benefits in Estate Planning

A typical challenge encountered by estates of varying sizes and complexities is the lack of liquidity to cover the costs of estate administration. These expenses may satisfy just debts to creditors or estate tax payments. ...more

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