When it comes to passing wealth to the next generation, one of the most powerful tools in our toolbox is the use of your lifetime gift, estate, and generation-skipping transfer tax (GST) exemption amounts. While the...more
The Tax Cuts and Jobs Act of 2017 provided major changes to the Internal Revenue Code, specifically doubling the federal estate, gift, and generation-skipping transfer (GST) tax exemption (collectively, the exemption) from...more
6/13/2024
/ Dynasty Trust ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
Grantor Trusts ,
High Net-Worth ,
Internal Revenue Code (IRC) ,
Irrevocable Life Insurance Trusts ,
IRS ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Cuts and Jobs Act ,
Trusts