Tax Planning Articles

Gift Tax Explained

November 3, 2021

I encounter many people who don’t understand the rules of the gift tax and even more who have never even heard of a gift tax. Here are the basics of…

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How a Change in Tax Laws Can Affect Your Estate Plan

July 14, 2021

There haven’t been any changes…yet. However, there are two proposals on the horizon receiving a lot of attention. Here’s a quick review: Lowering the Estate Tax Exemption Currently, you are…

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