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Talmon Smith: Assessing the Greatest Wealth Transfer in History

The Long View

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The Wild Nature of Family Foundations

There are so many ins and outs right when it comes to tax policy concerning wealth. Many of the biggest Wall Street banks really pivot to focus on this because they know there's plenty of opportunities for them to save their clients money. We can transmit up to 12.9 million dollars to their heirs during life or at death without any federal estate tax that's 26 million for married couples. It wasn't always that way not as long ago as some folks might think.

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