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Archive for the ‘Gift and Trust Planning’ Category

Thursday 06/06/2019

Upstream Planning Becomes a Valuable Strategy to Consider

Lynda Doland, CPA, MT is a Director at Corrigan Krause.  When we think of family gifting strategies, we usually think of wealthy parents giving to their children and grandchildren. However, with the new tax law, new opportunities have opened up for appreciated assets. Because the estate exemption is now $11.4 million, clients with assets that […]

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