New Year, New (Inflation-Adjusted) Numbers

As the year commenced, so did new inflation-adjusted numbers with the 2023 lifetime gift- and estate-tax exemption at $12,920,000 and the annual gift-tax exclusion at $17,000 (among other adjustments).

These informative client-approved resources have been updated to reflect these changes: 

1. Estate planning
2. Gifting
3. Tax diversification
4. Spousal lifetime access trust
5. Fingertip tax guide
6. Wait-and-see