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 …
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 …
GIFT & ESTATE | 05/01/2024 Effective estate planning is essential to ensure your assets are distributed according to your wishes while minimizing tax liabilities. From utilizing trusts and gifting strategies to leveraging life insurance and charitable giving, thoughtful planning can make a significant difference. With potential changes in tax laws on the horizon, consulting with …