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How to Lock In a $14M Estate Tax Exemption Before 2026
By
Jeff Morris
Expert Opinion April 30, 2024 at 05:42 PM
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What You Need To Know
- The estate tax exemption is scheduled to be cut in half at the end of 2025.
- One effective strategy is to create two irrevocable trusts.
- As multiple planning steps are required, wealthy families should act as soon as possible.
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