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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
  • Q & A
  • Contact
  • REQUEST CONSULT

Daily Archives: April 23, 2024

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Utilizing Annual Gifting Strategies to Maximize Your Lifetime Exemption

Accounting & Financial Concierge Services, Financial, Personal PlanningBy Santa Barbara FiduciaryApril 23, 2024

Minimize estate taxes & maximize your lifetime exemption with strategic gifting! Learn how annual gift tax exclusions & the current tax law can benefit your estate plan, and act now as major tax changes loom.

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