What is the Estate Tax Exemption Amount?
In 2021, a U.S. citizen may transfer up to $11.7 million to a non-spouse without federal estate tax. This amount is indexed for inflation each year through 2025. On January 1, 2026, this law sunsets, …
Estate Planning
An estate plan may include things like a trust, last will and testament, guardian nominations, power of attorney, health care directives and more.
Does Your Trust Still Fit Under the New Tax Code?
If your trust requires a division of assets into two sub-trusts on the death of the first spouse, your current trust may no longer suit your needs. (Look to see if your trust mentions a …
Does Your Trust Still Fit Under the New Tax Code? Read More »
