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2026 Tax Alert.pdf

2026-Tax-Alert.pdf
Preview of 2026 Tax Alert
🔗 Source: naplesestatelaw.com
📊 Size: 139 KB
👤 Author: Robert T. Carroll
⬇️ Downloads: 41

Summary

Since 2018, taxpayers can transfer up to $10mm of assets free of federal gift or estate tax, with the exempt amount indexed to inflation, currently $12,920,000 as of 2023. Married couples have a combined exemption of $25,840,000, but this is set to be cut in half on January 1, 2026, unless Congress and the President act. Individuals with a net worth of around $6.5 million or greater and married couples with a net worth of around $13 million or greater should consider estate tax planning to minimize the tax burden on their beneficiaries. Gifts made before January 1, 2026, will be grandfathered in under the current exemption amount. Strategies to avoid the coming estate tax wave include using estate planning strategies, making gifts to a Spousal Lifetime Access Trust, having one spouse do all the gifting, and filing portability returns for deceased spouses. It is recommended to prepare estate plans and consider gifting strategies before the end of 2025 to take advantage of the higher estate tax exemption.

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Description

Since 2018, taxpayers can transfer up to $10mm of assets free of federal gift or estate tax, with the exempt amount indexed to inflation, currently $12,920,000...

Technical Information

  • File Format: PDF
  • File Size: 139 KB
  • Pages: 3
  • Language: EN
  • Author: Robert T. Carroll
  • Total Downloads: 41
  • Last Updated: 2 months ago

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