qbteachmt
Level 15
09-13-2021
02:43 PM
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If you are considering part of their estate exemption, it isn't taxed now, but it is tracked. It's all part of "wealth management" really.
I like this source for articles:
https://www.investopedia.com/terms/a/annual-exclusion.asp
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.