Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan
Zajac Group
NOVEMBER 7, 2024
In the chart below, you’ll see how much tax liability your estate may incur if it exceeds the federal exemption limit. Note that there is both a base tax charge and a marginal tax rate, which combined create your estate’s total tax liability. What About State Estate Taxes? Every year, you are given an annual gifting exclusion.
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