Skip to content

View Our Brochure

Account Access

Refer a Friend

Twitter page opens in new windowFacebook page opens in new windowLinkedin page opens in new window
Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

CLARITY & CONFIDENCE
in a Complex World

  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us
  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us

Daily Archives: February 7, 2023

Estate Planning

Key Estate Planning Numbers for 2023

Estate Planning, Financial Planning, NewsBy Elizabeth OrozcoFebruary 7, 2023

Estate Planning Key Numbers Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2022 and 2023.   2022 2023 Annual gift tax exclusion: $16,000 $17,000 Gift tax and estate tax applicable exclusion amount: $12,060,000 1 + DSUEA 2 $12,920,000 1 + DSUEA 2 Noncitizen spouse annual gift tax…

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

ADV III | Privacy Policy
Go to Top