Annual Estate Plan Updates

//Annual Estate Plan Updates

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

2015 Mid-Year Estate Planning Update

Estate Planning Update August, 2015 2015 Annual Gift Tax Exemption:  remains at $14,000 per donor, per done. 2015 Gift and Estate Tax Exemption:  rose to $5,430,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2015 Generation Skipping Tax Exemption:  $5,430,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2017-12-06T11:57:19-07:00August 15th, 2015|Annual Estate Plan Updates, Federal Estate Tax|Comments Off on 2015 Mid-Year Estate Planning Update

2015 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com  Estate Planning Update  2015 1.  2015 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2.  2015 Gift and Estate Tax Exemption:  rose to $5,430,000 per donor, inflation adjusted. 3.  Marital Deduction for Transfers to [...]

By |2018-08-11T17:08:14-07:00January 1st, 2015|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2015 Estate Planning Update

2014 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com  Estate Planning Update  2014 1.  2014 Annual Gift Tax Exemption:  $14,000 per donor, per donee. 2.  2014 Gift and Estate Tax Exemption:  $5,340,000 per donor, indexed for inflation. 3.  Marital Deduction for Transfers to U.S. Spouse:  [...]

By |2018-08-11T17:08:50-07:00January 1st, 2014|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2014 Estate Planning Update