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The Basics of Estate Taxes

The Basics of Estate Taxes

An estate tax is imposed in the US when assets pass from an estate of a deceased individual to an heir or beneficiary. An estate tax is not the same as an inheritance tax. It’s a tax on the total…

Estate Planning and Tax Reform

Estate Planning and Tax Reform

You may need to update your estate plan annually to take into account changes in federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default…

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