Estate Planning Key Numbers

Estate Planning Key Numbers

Estate Planning Key Numbers Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022.     2021 2022 Annual gift tax exclusion: $15,000 $16,000 Gift tax and estate tax...
How Life Insurance Policies Make Money for You

How Life Insurance Policies Make Money for You

With all of the attention the life insurance industry has been receiving lately, it’s easy for policyholders to overlook two important factors: 1) few investments, if any, meet the safety of life insurance and, 2) few investments offer the advantages of tax-free...

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