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