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Benefits of the Annual Gift Tax Exclusion & How to Use it Correctly

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoNovember 11, 2015

One of the biggest planning mistakes and oversights we see is not using the annual gift tax exclusion by clients to reduce their taxable estates upon death. The annual gift tax exclusion is a $14,000 gift of cash or property that can be made to someone without either party paying …

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