Preservation | Family Wealth Protection & Planning


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Posts from September 2019.
By Elizabeth Pack on September 19, 2019 at 2:45 PM

Jar of money and a jar labeled "Taxes"With the passage of the Tax Cuts and Jobs Act (TCJA) in December 2017, the nearly doubling of the lifetime estate and gift tax exemption (currently $11.4 million in 2019) shifted the focus for many from estate tax planning to income tax planning. A wide range of income tax planning techniques can now be used under the TCJA, and it is important to explore these income tax planning techniques as a part of the estate planning process.

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