Follow Us:


November 2019

What is Portability? Please note that this trust is not intended to achieve any specific tax benefits. FEDERAL ESTATE TAX EXEMPTION AMOUNTS Most people do not have to worry about estate tax issues. New tax legislation that took effect on January 1, 2018 increased the federal estate, gift and generation-skipping transfer tax exemption to $11,200,000 for an individual and $22,400,000 for married couples. Those amounts increase each year...

Read More
Translate »