Did you know that one of the most effective estate-tax-saving techniques is also one of the simplest and most convenient? By making maximum use of the annual gift tax exclusion, you can pass substantial amounts of assets to loved ones during your lifetime without any gift tax. For 2022, the amount is $16,000 per recipient.
lifetime exemption Archives - Crawford Ellenbogen
Dec 21, 2022
Dec 11, 2019
Have you considered making direct payments of tuition and medical expenses
- By Ellenbogen
- Financial Planning
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