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loose change wrapped in a bow

Lifetime Gift Tax

November 19, 2012

On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease from $5.12 million per person to $1 million. First Western’s Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, shares strategies to help you reduce the impact of this change even if you haven’t completed your wealth plan.

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