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Monthly Archives: August 2025

Understanding the basis of income tax basis planning (and why it matters)

Is an Income-Tax Time Bomb Lurking in Your Estate Plan?

By Andre O. McDonald |

As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today (increasing to $15 million in 2026 adjusted for inflation), the need for estate tax planning has drastically decreased. However, with a top marginal income tax rate of 37 percent, the focus of estate planning has shifted to… Read More »

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