2025 Estate Planning Series

Preparing for Estate and Gift Tax Exemption Sunset - Merrill Lynch

With a key exemption scheduled to be sharply cut after 2025, the window to make large gifts to your heirs may close soon. Now's the time to review your plans.

Estate Planning In 2025: Leveraging SLATs Before The TCJA Sunset

This article explores how SLATs work, their tax benefits, and considerations for their use in estate planning for 2025.

How to Plan for Estate Tax Exemptions Expiring December 2025

The TCJA provisions related to the estate tax exemption is set to sunset on December 31, 2025 — causing the exemption limits to revert to ...

Cannon Financial - 2025 Estate Planning Series

2025 Estate Planning Series: Estate Planning for Professionals · Proper disposition of professional practices · Idiosyncrasies of Section 403(b) plans · Asset ...

Projected 2025 Estate Planning Updates | Farrell Fritz, P.C. - JDSupra

Projected 2025 Estate Planning Updates ... Farrell Fritz, P.C. ... The IRS adjusts tax brackets and other tax-related amounts for inflation on an ...

Securing Your Legacy: Navigating the 2025 Estate Tax Changes

According to many financial experts, we are currently in a favorable period for estate planning due to the Tax Cuts and Jobs Act (TCJA) 2017.

Increased Estate Tax Exemption Sunsets the end of 2025

Effect of the TCJA on the Estate Tax Exemption · An Effective Plan · Lifetime Planning Options · Gifting Today Versus Doing Nothing · Next Steps · We ...

The Estate Tax and Lifetime Gifting - Charles Schwab

Unless Congress makes these changes permanent, after 2025 the exemption will revert to the $5.49 million exemption (adjusted for inflation). So ...

Estate Sunset for 2026: What You Need to Know - Snyder Law

However, this provision is set to expire, or “sunset,” at the end of 2025. Unless Congress takes action, the estate tax exemption will revert to ...

Changes to Estate Tax Are Coming. 6 Possible Options - Kiplinger

Project 2025 would also make permanent the current $13,610,000 estate tax exemption amount, adjusted each year for inflation. Some Republican ...

Take Advantage of the High Estate and Gift Tax Exemption Sunset ...

As part of the Tax Cuts and Jobs Act (TCJA), the estate and gift tax exemption was doubled for tax years 2018-2025, and the increased ...

2025 Federal Estate & Gift Tax Projected Exemptions

The federal estate tax exemption, is projected to rise to $13,990,000 for 2025. This is an increase from $13,610,000 in 2024, ...

Estate and Gift Tax FAQs | Internal Revenue Service

The tax reform law doubled the BEA for tax-years 2018 through 2025. ... As a result, people planning to make large gifts between 2018 and 2025 ...

Estate and Gift Tax Exemption Sunset 2025: How to Prepare

Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will sunset after 2025. Learn how to prepare ...

Use It or Lose It: Sunset of the Federal Estate Tax Exemption

It is scheduled to expire, or “sunset,” on December 31, 2025, unless Congress acts to extend it or make it permanent. ... show that it will ...

The 2025 Estate Tax Exemption Sunset - YouTube

In 2026, the estate tax exemption amount will be reduced to $5 million per person and adjusted for inflation. We don't know the exact amount ...

Estate & Gift Tax Exemption Sunsets After 2025 - Forvis Mazars

Preparing Now Will Help You Maximize the Exemption · Coordinating the Exemption With Succession Planning.

Prepare for future estate tax law changes - Fidelity Investments

The lifetime estate and gift tax provisions in the TCJA are scheduled to sunset, or expire, at the end of 2025, says Sander Bleustein, an advanced planner at ...

The Estate Tax Exemption Could Be Halved at the End of 2025. How ...

The $13.61 million estate- and gift-tax exemption is due to expire at the end of 2025, but many wealthy folks are on the fence about whether they should lock ...

Planning for the 2025 Federal Estate Tax Sunset - Frost Law

The estate tax exemption is set to change. Learn how to shield your assets with effective planning strategies.