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A good estate plan maximizes the assets handed down to beneficiaries, and there are several strategies you can deploy now to ensure as much as possible goes to your loved ones. A benefit of these strategies is they remove assets from your estate but do not count against your lifetime gift tax exemption.
Your financial advisor can help you decide how to deploy your annual gift tax exclusions and can help you set up accounts funded with your exclusions that can be used for your children, grandchildren or anyone else you care about.
Minimizing taxes on your account means you get to pass more on – and one of the most gratifying ways to do that is to begin now, by utilizing the gift tax exclusion. You may gift up to $17,000 each year to any individual, for any reason, without incurring a gift tax. This $17,000... ...
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