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Estate Planning & Trusts
Few spouses recognize that just as you can make annual trust gifts for other family members that are excluded from federal gift and estate tax, you can also make annual tax excluded gifts to your spouse. These spousal tax excluded gifts are often an overlooked opportunity b ...
With the potential for changes in party control of both Congress and the Presidency, wealthy taxpayers are now asking many questions about using Spousal Lifetime Access Trusts (SLATs) to preserve existing estate tax exemptions, focus appreciation on gifted assets outside th ...