Financial Planning: Estate Planning

Estate Tax Planning For Large Company Stock Holdings: Four Tips For Using Record-High Lifetime Exemptions This is premium content

Lauren Galbraith
Due to annual inflation-indexing, the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes increased in 2023. High-net-worth people who have not yet made gifts, such as gifts of company shares, to use their lifetime exemption may wish to think about lifetime gift strategies to execute this year. This article, by an attorney with extensive experience in estate planning, discusses ideas to consider.
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