Estate & Gift Tax Planning For Large Estates

July 15, 2022

Individuals with estates of about $6 million and up should be planning now for the estate tax hike coming in 2026. With real estate, stocks, and other capitalgain investments appreciating sharply in recent years, planning now for the peak in the estate and gift tax exemption in 2025 is especially important.  View this short video

 

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Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

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