On this single page, the IRS provides the tax inflation adjustments for a large number of items, including tax brackets, tax rates, standard deduction, as well as several items of interest for estate planning purposes: annual gift exemption ($15,000), lifetime basic exclusion amount ($11.7 million per person), etc.
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The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
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The 2019 SECURE Act made a major modification to post-mortem distributions of funds from IRAs and qualified retirement accounts to non-spous... -
We recently posted our commentary on the use of a so-called “lion cub” deed, noting that two or more people who are granted ownership of re...
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