Happy New Year – 2019 Estate & Gift Tax

New Tax Law

Happy New Year! We have some big tax changes. Highlights of the new tax law’s impact on your estate planning: Federal Estate Tax: o The federal estate tax exemption amount has doubled. In 2018, each individual has a $11.2 Million exemption amount. This is double...
Tax Updates for 2017

Tax Updates for 2017

Happy New Year!  Tax updates for the new year: The Federal Estate Tax exemption amount has increased to $5.49 million per person.  With portability, this means a married couple can collectively transfer just less than $11 Million ($10.98 Mill to be precise). The...