In 2017, a Republican-controlled House and Senate passed the landmark Tax Cuts and Jobs Act. The TCJA more than doubled the maximum that donors can give their beneficiaries without incurring federal gift or estate taxes. At the end of 2025, several provisions of the...
Chanukah is right around the corner. So is the end of another tax year. Many are thinking of gift giving, and wanting to plan and budget smartly. This may be doubly true if you are thinking about your estate plan and if and how you can pass on your wealth during your lifetime. Depending on the size of any planned…
