Annual Estate Plan Updates

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July 2020 Estate Planning Update

Estate Planning Update July, 2020 1. 2020 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2. 2020 Gift and Estate Tax Exemption: increased to $11,580,000 per donor through 2025, see #8. 3. Marital Deduction for Transfers to U.S. Spouse: unlimited. 4. 2020 Generation Skipping Tax Exclusion: increased to $11,580,000 per donor through [...]

By |2020-07-29T09:58:29-07:00July 15th, 2020|Annual Estate Plan Updates, Federal Estate Tax, Estate Planning, Uncategorized|Comments Off on July 2020 Estate Planning Update

January 2020 Estate Planning Update

Estate Planning Update January, 2020 2020 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2020 Gift and Estate Tax Exclusion: increased to $11,580,000 per donor through 2025, see #8. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2020 Generation Skipping Tax Exclusion: increased to $11,580,000 per donor through 2025, see #8. [...]

By |2020-01-28T17:21:32-07:00January 15th, 2020|Annual Estate Plan Updates, Federal Estate Tax, Estate Planning, Protecting Family Wealth|Comments Off on January 2020 Estate Planning Update

July 2019 Estate Plan Update

Estate Planning Update July, 2019 2019 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2019 Gift and Estate Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2019 Generation Skipping Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Top rate for [...]

By |2019-07-29T18:13:29-07:00July 22nd, 2019|Annual Estate Plan Updates, Federal Estate Tax, Probate and Trust Administration, Estate Planning|Comments Off on July 2019 Estate Plan Update

January 2019 Estate Plannning Update

Estate Planning Update January, 2019 2019 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2019 Gift and Estate Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2019 Generation Skipping Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Top rate for [...]

By |2019-01-19T15:41:08-07:00January 19th, 2019|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on January 2019 Estate Plannning Update

July 2018 Estate Plan Update

Estate Planning Update July, 2018 2018 Annual Gift Tax Exemption: increased to $15,000 (from $14,000) per donor, per donee. 2018 Gift and Estate Tax Exemption: $11,180,000 per donor through 2025, see below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2018 Generation Skipping Tax Exemption: $11,180,000 per donor through 2025, see below. Top rate for [...]

By |2018-08-11T16:23:59-07:00July 15th, 2018|Annual Estate Plan Updates, Past Newsletters|Comments Off on July 2018 Estate Plan Update

January 2018 Estate Plan Update

Estate Plan Update January, 2018 2018 Annual Gift Tax Exemption: increased to $15,000 (from $14,000) per donor, per donee. 2018 Gift and Estate Tax Exemption: $11,200,000 per donor for next 8 years, see below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2018 Generation Skipping Tax Exemption: $11,200,000 per donor, see below. Top rate for [...]

By |2019-01-19T15:20:51-07:00January 15th, 2018|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on January 2018 Estate Plan Update

July 2017 Estate Planning Update

 Estate Planning Update  July, 2017 2017 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2017 Gift and Estate Tax Exemption:  rose to $5,490,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2017 Generation Skipping Tax Exemption:  $5,490,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T16:45:50-07:00July 15th, 2017|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on July 2017 Estate Planning Update

January 2017 Estate Planning Update

Estate Planning Update January, 2017 2017 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2017 Gift and Estate Tax Exemption:  rose to $5,490,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2017 Generation Skipping Tax Exemption:  $5,490,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T16:55:52-07:00January 1st, 2017|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on January 2017 Estate Planning Update

July 2016 Estate Planning

Estate Planning Update July, 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T17:01:53-07:00August 9th, 2016|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning, Homepage|Comments Off on July 2016 Estate Planning

2016 Estate Planning

Estate Planning Update 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation Skipping [...]

By |2018-08-11T17:06:49-07:00January 2nd, 2016|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2016 Estate Planning