Tag: Step-Up In Cost Basis

We Want to Draft Your Legacy

What are the Current Gift Tax Limits?

April 11, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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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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How Do I Talk to the Children about My Estate Planning?

March 19, 2021
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
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