A client from Orland Park recently inquired regarding the 2023 lifetime exemption amounts for gifts and transfers at death. The update is that the lifetime exemption for gifts and transfers at death has been increased in 2023 to $12.92 million (up from $12.06 million for 2022).
What Continue reading
Many families avoid planning for their estate because they do not know where to start and are unsure what documents are needed when planning their estate. We are often asked by clients if they need a will or a trust to plan their estate. While there are many options to consider when Continue reading
