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, …
EstatePlanning
Estate planning helps your family and beloved organizations to manage your estate after your death, including receiving and distributing your assets.
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 »
