The current federal estate tax exemption, expanded under the 2017 tax law, is set to expire at the end of 2025, potentially halving the exemption. This change, known as the 2025 estate tax sunset, could significantly increase...more
The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a lot to sift through, but understanding them could make a big difference in your financial future....more
Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020.
As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any...more
1/14/2021
/ Death Tax ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
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Income Taxes ,
Trusts ,
Year-End Tax Planning
As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. Join Whitney O’Reilly in this interactive webinar...more