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Portability provisions and their impact on an estate plan The unified credit is the total amount that an individual can transfer tax-free during their lifetime or at death through gifts or estate 🤑Trust Funds Explained

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The unified tax credit has gone up for 2024 to $13610000. This is an incredible opportunity for high-net-worth families to transfer Many advisors target the affluent market, attempting to land a high net worth client - most without success. But Top of the Table

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