Estate Planning Archives - Veris Wealth Partners Veris is a registered investment advisor and wealth management firm with impact investing expertise that has been helping families & foundations align their financial assets with their values since 2007 Mon, 09 Dec 2024 20:18:49 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.veriswp.com/wp-content/uploads/2024/10/cropped-xsAsset-2512-32x32.png Estate Planning Archives - Veris Wealth Partners 32 32 Are You Prepared for the 2025 Federal Estate Tax Exclusion Limit Sunset? https://www.veriswp.com/are-you-prepared-for-the-2025-federal-estate-tax-exclusion-limit-sunset/ Tue, 25 Jul 2023 16:00:24 +0000 https://www.veriswp.com/?p=12002 Financial advisors and estate planning attorneys are now considering the implications of a potential sunset of the current lifetime exclusion for gifts and estates.

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