SINOPSIS DEL LIBRO

The greatest threat to multigenerational wealth is not market volatility or poor investment selection it is the federal transfer tax system which imposes a flat 40 tax rate on all estate and gift transfers above the exemption threshold The passage of the One Big Beautiful Bill Act OBBBA on July 4 2025 permanently set the federal estate gift and generation-skipping transfer GST tax exemption at 15 million per individual indexed for inflation beg...Seguir leyendo