Current federal exemptions from estate, gift, and GST tax are at an all-time high, but these exemptions and the applicable tax rates could be affected by the upcoming elections. Any such changes made well into next year could be retroactive to January 1, 2021, and these historic exemptions would be lost. Q4 is an unprecedented opportunity to protect your estate and loved ones from significant transfer taxes. We are experienced and equipped to advise you on strategies to take advantage of this unique opportunity. Contact Heather Walser 847-705-7555.

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