To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire:
0:00 New 2023 IRS Inflation Adjustments
0:42 New Annual Exclusion Amount
2:33 Annual Exclusion Myths
4:17 The Federal Estate Tax Basic Exclusion Amount
5:03 Summary: $17k and $12.92 million
5:35 Observations
6:40 Clawback
7:45 Exceptions to Gift Tax Return Filing Requirement
8:24 How Income Tax Relates To The Gift and Estate Tax
Read More
By: America's Estate Planning Lawyers
Title: New 2023 Gift and Estate Tax Thresholds
Sourced From: www.youtube.com/watch?v=Z-p4blkmU54
-------------------------------
