Financial Planning and Tax Bulletin – Estate Taxes and Gifting

August 25, 2023

Estate planning is something that many of us may not want to think about for years or even decades. Unfortunately, changes to the tax code are creating a sense of urgency. The Tax Cuts and Jobs Act of 2017 substantially raised the exemption limit to avoid federal estate taxes, but those portions of the law are set to expire in 2026. For more information about these changes, how they could impact your estate, and moves you can make to avoid taxation, please read our latest Financial Planning Bulletin.

If you have any questions or concerns, or would like to schedule a review of your current estate planning, contact us today.

To read the Bulletin, click here.