Estate Planning Trends in 2024

Posted by Jeffrey B. Cloud | Jan 12, 2024 | 0 Comments

Tax Changes in 2026 As you may know, the current tax exemption amount of $13.61 million is scheduled to revert to its previous $5 million threshold in 2026 (likely adjusted for inflation to $7 million). The Biden Administration has proposed further lowering the current lifetime estate and gift...

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