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Artificial Intelligence and Estate Planning
The Sampson House The Sampson House

Artificial Intelligence and Estate Planning

Discover how AI is reshaping estate planning. Explore its potential for efficiency, its limitations, and why combining AI with expert legal, financial, and tax guidance ensures your assets are protected, beneficiaries are supported, and risks are minimized.

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Understanding Gift Tax: Key Components for Effective Financial Planning
The Sampson House The Sampson House

Understanding Gift Tax: Key Components for Effective Financial Planning

Understanding gift tax is crucial for effective financial planning. This blog explains the 2024 tax-free gift limit, including annual and lifetime exclusions, as well as who pays the gift tax. A Woods Fuller tax law attorney can guide you through these complexities, ensuring your gift-giving strategy remains tax-efficient and aligns with your overall financial goals.

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