federal estate tax

Have You Taken State Estate Taxes Into Account?

Have You Taken State Estate Taxes Into Account?

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, with inflation-adjustments projected to raise it to $11.18 million for 2018.This means federal estate taxes are a concern for fewer families, at least in the short term. (The doubled exemption expires December 31, 2025.) But

Sonya Foster2021-04-12T14:57:08-06:00January 22nd, 2018|

Getting Started on Your Estate Plan: Inventory and Value Assets; Estimate Tax Liability

Getting Started on Your Estate Plan: Inventory and Value Assets; Estimate Tax Liability

If you’ve decided it’s time to create your estate plan, congratulations! A good place to begin is to work with us to determine what your estate is worth and whether you need to worry about estate taxes. What is your estate worth? First list all of your assets and their

Sonya Foster2021-04-12T14:58:21-06:00January 12th, 2017|