Lifetime Estate & Gift Exemption

Taxpayers may or may not be familiar with the term Lifetime Estate and Gift Exemption (LEGE) and how it works. Under current law estate and gift exemption does not impact many, however with potential large changes, anyone with a current net worth of $4M or more (all assets, real estate, liquid, retirement, etc.) in my opinion should follow closely…

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IDGT Overview

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Small Business Relief