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Day: March 18, 2022

5 Tips for Successful Planning with Your Clients’ Estate Tax Lifetime Exemption

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The Full Exemption Can Be Used Before It Drops – There will be no claw-back of the excess gift into the estate when the exemption amount is reduced by 50% on January 1, 2026. Spouses Have Two Exemptions – A married couple can transfer up to $24,000,000 of their combined net worth without gift or […]

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