Planning in an Estate-Tax-Free Environment

Planning in an Estate-Tax-Free Environment

Clients can now make significant charitable gifts using newly available funds from lower transfer taxes and higher exemption amounts


Over the past decade, there’s been a steady reduction in the impact of federal estate and gift tax considerations on estate and financial planning in general and philanthropic planning in particular.

As tax rates have decreased and exemption levels raised, planning for

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TAGS: Philanthropy
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