Estate Tax

Monday, September 23, 2024

The Upcoming 2025 Trust Tsunami and How to Handle it (by Steve Oshins via Ultimate Estate Planner)

The current estate tax exemption ($13.61 MM in 2024) is set to sunset on January 1, 2026.  This week's blog, courtesy of Steve Oshins and Ultimate Estate Planner, outlines practical considerations to ensure you allow enough time to plan accordingly! 

Read more . . .


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