Despite the Republicans controlling Congress and the White House after the 2024 elections, the need to act on implementing tax planning strategies to shift significant amounts of your family's wealth, tax-free, to future generations remains. This is so even though it is less likely that the high estate, gift, and generation-skipping exemption amounts will be lowered. Calendar year 2025 presents an opportunity to utilize high estate and gift tax exclusion amounts, obtain valuation discounts, and establish tax-advantaged trusts.

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