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Federal Estate Tax

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

Posted on: January 1st, 2016
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes....

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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