2022 Estate & Wealth Transfer Planning Insights

Topics

If you’re taking a second trip down the aisle, you may have different expectations than you did when you got married the first time — especially…

Did you know that one of the most effective estate-tax-saving techniques is also one of the simplest and most convenient? By making maximum use…

Because the federal gift and estate tax exemption amount currently is $12.06 million, fewer people need life insurance to provide their families…

As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned with federal estate…

“Thanks, but no thanks.” If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse…

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate…

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