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Estate Planning Update

July 2026

  • 2026 Annual Gift Tax Exclusion: remains $19,000 per donor, per donee.
  • 2026 Gift and Estate Tax Exemption: increased to $15,000,000 per person this year (an increase of $110,000 per individual or $220,000 for a married couple) and made permanent.
  • Marital Deduction for Transfers to U.S. Spouse: remains unlimited.
  • 2026 Generation Skipping Tax Exemption: increased to $15,000,000 per person.
  • Top rate for Federal Estate, Gift and Generation Skipping Taxes: 40%.
  • National Topics:
    a. The permanent increase in the estate and lifetime gift tax exemption to an inflation-indexed $15,000,000 per person beginning January 1, 2026 caused two

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