Azriel Baer

Farrell Fritz, P.C.

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Estate Planning under President Trump’s “One, Big, Beautiful Bill”

On May 22, 2025, the U.S. House of Representatives passed President Trump’s One, Big, Beautiful Bill. The bill now awaits approval by the Senate. One of the various goals of the bill is to extend the Tax Cuts and Jobs Act’s...more

6/9/2025 / Estate Planning , Estate Tax , Estate-Tax Exemption , Gift Tax , New Legislation , Proposed Legislation , Tax Cuts and Jobs Act , Tax Exemptions , Tax Planning , Trump Administration

House Approval May Point to Extension of TCJA

Starting January 1, 2026, many provisions of the 2017 Tax Cuts and Jobs Act (“TCJA”) are set to expire. Among the most significant provisions set to sunset is the increased estate and gift tax exemption, which currently...more

3/13/2025 / Estate Tax , Gift Tax , Legislative Agendas , Tax Cuts and Jobs Act , Tax Exemptions , Tax Planning , Trump Administration , Trusts

End of Year Gifting

With the end of the year quickly approaching, now is good time to ensure you make your annual exclusion gifts for the year to reduce your taxable estate. For 2024, an individual can give $18,000 (and a married couple...more

12/24/2024 / Beneficiaries , Estate Planning , Estate Tax , Estate-Tax Exemption , Generation-Skipping Transfer , Gift Tax , Gift-Tax Exemption , Tax Exemptions , Tax Planning , Year-End Tax Planning

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