Tag: Estate Tax Exemption

We Want to Draft Your Legacy

Is Estate Tax Exemption Going to Change?

December 7, 2021
The new numbers mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.
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When Should a Succession Plan Be Used?

December 2, 2020
We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.
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