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These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
The recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows.