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The Last (Really BIG) Tax-Free Gift

Under current federal estate tax law there is an exclusion up to $5.12 million in 2012. Taxable estates above this amount are taxed at 35%. This exclusion is scheduled to decrease to $1 million beginning in 2013. The tax rate


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How to Maximize Your Annual Gifts and Minimize Your Estate Taxes

Annual Exclusion Taxpayers are allowed to gift up to $13,000 per year to an unlimited number of people without having to file a gift tax return or pay a gift tax. If the amount goes over $13,000 to any one


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Give…And Keep It "All In The Family"

Individuals may give up to $13,000 per year to an unlimited number of people.  This is known as the annual exclusion. 


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