Passed on July 4, 2025, SEC. 70106. EXTENSION AND ENHANCEMENT OF INCREASED ESTATE AND GIFT TAX EXEMPTION AMOUNTS
The Federal Estate and Gift Tax Exemption is permanently set at $15 Million per US Citizen/US Resident starting in 2026.
Has 2025 been good to you? Then let’s round it out by meeting the three key words for this year: FUND YOUR TRUST (and make sure your family and loved ones have done so too.)
Welcome to 2024!
Let’s make this the best year yet. Be sure to review your estate plan to make sure it is up to date. Remember to set up an appointment for your annual trust check-up.
The times are changing fast and it’s time to prepare yourself…..
Despite all the changes that are coming our way, one thing is certain. This is the perfect time to think about putting together a Will or a Trust. The sooner it is done, the sooner you can enjoy peace of mind. Now that is truly precious.