Estate & Financial Planning Articles
IRS Issues Inflation Adjustments for Transfer Taxes Related to Estates and Trusts
Oct. 17, 2024
In Rev. Proc 2022-38, the IRS provided inflation adjustments for various IRS Code provisions for taxable year 2023, including many relevant to trusts, estates, and gifts.
Continue ReadingHow Often Should I Review My Estate Planning Documents?
Oct. 17, 2024
In a perfect world, you should review your estate planning documents every time there is a life event, such as a,
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