Applicable Exclusion Amount

Serving Clients in Plymouth and Barnstable Counties

Gifting Estate Planning

Gifting Can Help Estate Plans and Heirs Reach Goals

Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.

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