estate planning

IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax…

2 years ago

The Impact of Changes to Portability of the Estate Tax Exemption on You

On July 8, 2022, the Internal Revenue Service issued new guidance allowing for the estate of a deceased person to…

2 years ago