The estate and gift tax exemption amount (currently $12.92 million per individual and $25.84 million for married couples) reverts to its pre-2018 levels (adjusted for inflation), if Congress fails to act prior to December 31, 2025. Projections vary, but it is estimated that the 2026 estate and gift tax exemption could be as low […]
It’s incredible how much life changes from year to year. The changes may seem small as they happen, but they can become massive transformations over time. This is especially true when marriages, divorces, births, and adoptions impact a family. That’s why reviewing your estate plan every year is especially critical. Doing so will ensure that […]
Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways to leave behind gifts through estate planning for causes you care about. Here are some ways you can choose to give and some key things you might want to consider. A Specific Bequest for Your […]
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