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