The IRS allows lifetime tax exemptions on gifts and estates, up to a limit adjusted periodically to combat inflation. These exclusions enable people to preserve their wealth, and to pass it down to their heirs with as minimal a tax burden as possible. However, some strategies could potentially be employed to make essential decisions that may increase the exclusions’ benefits.
465 East Fir Avenue
Suite 105
Fresno, CA 93720
465 East Fir Avenue
Suite 105
Fresno, CA 93720
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