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Flexibility in Trusts

Changes in tax and estate law have brought about new thinking about passing on assets during your lifetime, thinking that goes beyond just “giving your way out of estate taxes.”

June 10, 2024• Estate planning, Wealth planning
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Flexibility in Trusts

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Flexibility in Trusts

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Lifetime gift planning

As tax and estate planning laws evolve, many families are taking a fresh look at how and when they transfer wealth. Thoughtful lifetime giving can help support loved ones and shape a lasting legacy.

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