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OBBBA: Trusts and strategies to avoid the 40% inheritance tax
The OBBBA sets a permanent $15M exemption. Use trusts like SLATs and Dynasty Trusts now to shield your legacy from the 40% federal estate tax!
Additionally, reducing inheritance taxes is possible, provided the owner of the assets is still alive to make the arrangements. As a taxpayer, you may also take advantage of certain state discounts.
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