How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.
The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold.
The analysis from the Joint Committee found that Trump was able to use questionable deductions and aggressive tax strategies to minimize his tax bills.
