Navigating Estate Planning: Adapting to Potential Changes in Gift Tax Exemptions

GIFT & ESTATE | 11/02/2024 Adapting Your Estate Plan to Potential Changes in Gift Tax Exemptions At Chartered Consulting LLP, we understand that estate planning is a crucial process for ensuring your assets are distributed according to your wishes while minimizing taxes and expenses. With the Tax Cuts and Jobs Act (TCJA)’s enhanced estate and …

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6 Tax-Efficient Ways to Transfer Wealth to the Next Generation

GIFT & ESTATE | 07/23/2024 As the saying goes, “You can’t take it with you.” When it comes to your wealth, the key question is: Where do you want it to go? After your passing, your assets can be directed toward one of three destinations: If your estate is subject to taxes, proactive planning can …

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