Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.
The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
