When considering estate planning, it’s helpful to look at the big picture, sometimes known as the “30,000 foot view.” The key to meeting your goals is and then making it real with steps you can take right now.
Tag Archive for: Tax Planning
Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases.