The IRS recently announced that it will adjust estate tax exclusions in 2023 for inflation. How this affects you and your estate planning:
More details on the latest adjustments for inflation are available on the IRS website.
Changes like these are why we recommend our clients enroll in the JM Law CARES estate and legacy planning maintenance program, the best way to be proactive and adapt your plan to changes in estate and tax laws and regulations. To find out more, see our overview of the JM Law CARES program.
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Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.