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gift tax

Maximize Wealth: Understanding Estate Tax Portability

> Post Overview: Unlocking the Deceased Spousal Unused Exclusion (DSUE). Learn the rules for filing IRS Form 706 to ensure your family maximizes their federal estate and gift tax exemptions before the significant changes expected in 2026. For married couples, securing your combined financial legacy requires careful consideration of federal estate tax laws. While the […]

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The Ultimate Guide to Understanding the Life Estate Deed

Meta Description: A life estate is a powerful tool in estate planning that allows property owners to transfer real property to a chosen beneficiary, known as the remainderman, while retaining the right to live on and use the property for the rest of their life. This guide breaks down the benefits—like probate avoidance and Medicaid

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