private investments

A man in a suit, glasses, and a striped tie bends under the heavy weight of three large binders labeled "TAX" stacked on his back. He appears strained as he balances the oversized folders, symbolizing the burden of estate tax mitigation, against a green background.

5 Estate Tax Mitigation Techniques You Should Consider

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.