Understanding the federal estate and gift tax framework is an important part of estate and legacy planning. These rules determine how much wealth may be transferred during life or at death without federal estate or gift tax.
EXEMPTION AMOUNTS:
- Approximately $15 million per individual
- Approximately $30 million per married couple
- Indexed for inflation
TAX RATE:
Up to 40% on amounts exceeding the exemption.
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DISCLOSURE
This article is provided for informational and educational purposes only and should not be construed as investment, tax, legal, accounting, or insurance advice. The views expressed are general in nature and may not be applicable to all individuals or situations. Individuals should consult with their own qualified professionals regarding their specific circumstances before making financial decisions.
Educational conversations referenced in this article are intended for informational purposes only and do not constitute investment advice, recommendations, or the establishment of an advisory relationship.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned, and other entities and/or marketing names, products, or services referenced herein are independent of Osaic Wealth, Inc.
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