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    • Wealth Management Update - June 2024 | JD Supra

      JD Supra· 4 days ago

      The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%. Senators Ron Wyden ( ...

    • 5 steps to building a better estate plan

      5 steps to building a better estate plan

      Market Watch· 1 day ago

      With federal gift and estate tax exemptions set to expire in 2025, reverting to less than half the current level, now is a good time to act. While it may...