Gifting Decisions with new $11.5 million unified credit exemption equivalent per person, until 2026.

3 votes

Many formula wills need revision, ans the unified credit has now grown by law. This results in the marital gift to the spouse (or in trust) being reduced, while the children's "family" trust is increased. This all changes with the sunset. How to model these on a flow chart is my problem.

Under consideration Suggested by: Anthony Smith (12 Oct, '18) • Upvoted: 23 Jul, '19 • Comments: 0

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