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Estate Planning
Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting
October 15, 2026
- 2025 EBRI/Greenwald Retirement Confidence Survey.” EBRI.org, April 24, 2025
- “IRS Uniform Lifetime Table.” IRS.gov, June 25, 2026.
- “Projected Savings Medicare Beneficiaries Need for Health Expenses in Retirement up Again in 2025.” Employee Benefit Research Institute, March 5, 2026.
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