$28M Net Worth and Still Gifting $38K? What Many High-Income Families Miss

A real client conversation on using the lifetime exemption, evaluating charitable strategies, and planning for potential estate tax exposure

https://video.wixstatic.com/video/7d7bcf_ba19cbbaa8f14a0ebe52a20e67fb2d47/720p/mp4/file.mp4

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