New Inflation Adjustments for the New Year
The beginning of each year typically signifies a refresh and reset. This is certainly true for our recently amended and popular Fingertip Tax Guide. For 2024, the lifetime gift and estate tax exemptions are now $13,610,000, and the annual gift tax exclusion is now $18,000.
The following client guides have similarly been revised for 2024:
- Estate planning
- Lifetime giving
- Tax diversification
- Spousal Lifetime Access Trusts (SLATs)
- Wait-and-see loans
Additional Advanced Markets resources are available at JHSalesHub.com.