The following gift and estate taxes are for the tax year 2013, per the Internal Revenue Service (IRS).
Wonder how these changes impact you? Give us a call at 206-386-5455 or send us an email. We’d be happy to answer your questions or schedule a tax and/or estate planning strategy session if that’s appropriate.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance