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To: Alberta's Child

At an absolute minimum the wealthy individual should be gifting $15,000 a year (tax free to both parties) to all relatives (or any other individuals) that will be in the will.

If the wealthy person lives a long time (say 20 years plus) that avoids a _lot_ of taxes for everyone.

They probably should gift a lot more than that, because the gift is not taxed by the recipient and they can include any extra amount in their lifetime gift exemption.


28 posted on 06/17/2021 3:37:24 PM PDT by cgbg (A kleptocracy--if they can keep it. Think of it as the Cantillon Effect in action.)
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To: cgbg

Exactly. I should have added then to my suggestion in other posts for the parent(s) to sell the home while they are still alive.


31 posted on 06/17/2021 3:40:53 PM PDT by Alberta's Child ("And once in a night I dreamed you were there; I canceled my flight from going nowhere.")
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