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The lifetime gift tax exemption is at an all-time high until at least 2026, so it is may be time to consider new gifting strategies
Sr Financial Planner
AAguilar@merceradvisors.com
Walnut Creek
100 Pringle AvenueSuite 310Walnut Creek, California 94596
May 17, 2024
May 16, 2024
May 15, 2024
