Crisp autumn air and changing leaves signal the arrival of the season of giving. While most people think of new toys, fruit baskets and ugly sweaters, you and your clients are planning ...
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8 estate tax tactics to lock in before year-end
Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 changes approach. I focus here on eight concrete estate tax tactics that ...
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