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Exemption

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

Posted on: October 15th, 2015
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis....

What You Need to Know About the Final Estate Tax Portability Rules

Posted on: August 15th, 2015
Recently the IRS issued the final rules governing the 'portability election' as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to understand how these finals rules may affect their deceased spouse's estate....
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