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Estate

2024 Lifetime Gift and Estate Tax Exemption Update

November 16, 2023 by Calin Dixon

The Bottom Line The 2024 annual inflation adjustments were announced by the IRS on November 9, 2023. The adjustments include increases to the federal gift and estate tax exemption amounts and increases to annual exclusion gifts.  2024 Federal Exemption and Exclusion Continue Reading

Alert - November 16, 2023

Inside Edition | ‘Friends’ Co-Creator Pays Tribute to Matthew Perry

November 1, 2023 by Calin Dixon

Following the tragic death of Matthew Perry, no will has been filed and it is not known whether he had a revocable trust in place. Inside Edition came to Davis+Gilbert Private Client Services partner Herb Nass for his insights on what will potentially happen to Matthew Perry's estate. Herb is Continue Reading

Press Mention - November 1, 2023

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