Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready?

The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at just over $12 million per individual and $24.1 million for married couples.1 You can give up to those amounts over your lifetime without paying federal income tax. Any amount above is taxed at a hefty 40%.

  • Maximize Wealth Transfer Strategies and Opportunities

  • Spousal Lifetime Access Trust (SLAT)

  • Grantor Retained Annuity Trust (GRAT)

  • Intrafamily Loans

  • Superfunding 529 Plan Accounts

  • Step-Up to Remain in Effect

Contact our firm to discuss details of the above options for your family.

Robert Martin