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Estate and Gift Tax

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  • Estate and Gift Tax Figures

    FEDERAL Estate and Gift Tax Applicable Exclusion: The amount that can be passed of federal tax. Whatever amount is used during lifetime is no longer available for use to pass assets at death. The Estate and Gift Tax Applicable Exclusion is currently $15 million. Annual Gift Tax Exclusion: The amount that can be given to…

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Free Estate Planning Worksheet

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.

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