Tag: Federal Tax Exemption

We Want to Draft Your Legacy

What Does Portability Mean in Estate Planning?

June 6, 2022
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
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Will Estate Tax Exemption Change In 2022?

May 31, 2022
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
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How Do You File Taxes If Your Spouse Dies?

November 23, 2021
About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
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Do Estate Planning before Golden Age Ends

June 15, 2021
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
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