Planning for an orderly transition from one generation to the next
An early action when a loved one dies: go to his email account and set up an autoresponder.
“John died on January 23. Please remove this address; contact jim@boxplanet.com with any questions.”
Do this on his social media accounts, too.
The per-person exemption equivalent for estate and gift taxes has been increased to $15 million, and will continue to be indexed. That is an...
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