Estate Planning Insights
Changes to estate planning gift tax limitations are on the horizon, with significant reductions expected. If you're considering gifting substantial amounts to heirs, now is the time to act, especially if you're near the current thresholds. However, for those with less than $5 million to pass on, setting up complicated trusts may not be necessary and could even be counterproductive.In this clip
From this podcast
All the Hacks
Debunking Tax Myths, Avoiding Audits and Maximizing Savings with Jasmine DiLucci
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