Master Your Estate and Gift Tax Planning

Navigating estate and gift tax planning is crucial, especially with current exemptions allowing gifts up to $13.6 million (2024) and $13.99 million (2025). Understanding how to leverage these exemptions can help you minimize tax burdens and safeguard your wealth. It is essential to have a personalized strategy that considers your unique assets and family dynamics.

To learn more about effective estate planning, including the latest updates and strategies, watch our informative interview, featuring Partner Heather Oboda with Peter Katz from Westfair Communications, and equip yourself with the tools to safeguard your family’s future: