Estate Planning Potential Tax Changes in 2025 and Beyond

How individuals families can plan for tax changes under Trump in ...

Estate planning: The TCJA's increased estate and gift tax exemptions are set to expire in 2025. · Personal income tax: The TCJA lowered ...

Financial planning always involves looking ahead, but the future of estate taxes is particularly uncertain. The Tax Cuts and Jobs Act of ...

Here Today, Gone in 2026 - Plan to Use Estate, Gift and GST Tax ...

In 2018, as part of the “Trump tax cuts,” the federal estate, gift and generation-skipping transfer (GST) tax exemption was increased to ...

5 Questions with David Desmarais: Tax and Estate Planning for…

With tax changes on the horizon in 2026 and an upcoming election throwing more potential changes in the mix, what should taxpayers focus on ...

Recent developments in estate planning - The Tax Adviser

This annual update on trust, estate, and gift taxation covers recent IRS guidance and administrative issuances, relevant legislative ...

Estate Planning In 2025: Leveraging SLATs Before The TCJA Sunset

Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Prepare for future estate tax law changes - Fidelity Investments

The 2017 Tax Cuts and Jobs Act (TCJA) nearly doubled the lifetime estate and gift tax exemption from its previous levels. For 2024, the exemption stands at ...

Preparing for Estate and Gift Tax Exemption Sunset - Merrill Lynch

In less than two years, the federal gift and estate tax exemption could be cut in half. Consider these options as you review your plans.

Increased Estate Tax Exemption Sunsets the end of 2025

These changes can create a unique planning opportunity for high-net-worth families and individuals whose estates are subject to transfer taxes.

Potential Impact of Project 2025 on Future Estate Planning

Take-Away: If Mr. Trump is re-elected President, and the Heritage Foundation's Project 2025 is adopted by his administration, there will be ...

The 2025 Tax Debate: Individual Estate and Gift Taxes in TCJA

In 2025, lawmakers have a window for significant tax reform as key provisions from the Tax Cuts and Jobs Act (TCJA) are set to…

A Crucial Window for Estate Planning: Preparing for 2026 Changes

By Daniel F. Rahill, CPA/PFS, JD, LL.M., CGMA | Digital Exclusive – 2024. The Tax Cuts and Jobs Act of 2017 (TCJA) brought about substantial changes to the ...

Taxmageddon 2025: What does it mean for tax planning?

Major tax codes changes are expected as early as 2025, creating tax planning challenges for both businesses and investors.

Preparing for the 2025 Tax Sunset - Creative Planning

How to Plan for Expiring Tax Provisions. The 2018 Tax Cuts and Jobs Act (TCJA) created many tax changes for both corporations and individuals.

Understanding the 2026 Changes to the Estate, Gift, and Generation ...

The Tax Cuts and Jobs Act of 2017 significantly increased the federal estate, gift, and generation-skipping transfer (GST) tax exemptions, ...

Key 2025 Biden Budget Tax Reforms Impacting Your Estate Planning

– Capital Gains Will Be Taxed Every 90 Years, Even If There Is No Sale and No Transfer of Ownership. – Trust Assets Are Required to be Reported.

Wealth Planning & Tax Year-End Update - Pathstone

The TCJA, which was enacted in 2017, significantly overhauled the U.S. tax system, cutting corporate tax rates, altering individual income tax ...

Sunset 2025: Income & Estate Taxes Reverting to 2016 Levels

Prepare for 2025's tax changes as the Tax Cuts and Jobs Act sunsets. Learn how income and estate taxes will revert to 2016 levels and what ...

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

The estate tax exemption is the amount of money that can be passed to heirs without incurring federal estate taxes. Under the Tax Cuts and Jobs ...

Considerations for Year-End Estate Planning and Business ...

As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, ...