Estate planning

Prepare for 2026 estate planning with SPATs, SLATs, and DAPTs


In today’s world of bank failures, declining real estate and stock markets, hurricanes, floods, and atmospheric rivers, the only sure thing is uncertainty and the potential for change in the future. This potential for uncertainty highlights the need for flexibility in a seemingly black and white world Estate planning and transfer wealth with tax efficiency. The gift must be “completed” in order to generate savings on estate taxes.

However, the current law provides for a solid lifespan real estate tax An exemption of $12.92 million per person ($25.84 million for a married couple). The current law also states that this exemption will decrease to $5 million per person ($10 million per couple) on January 1, 2026. The 2026 estate tax exemption is adjusted for inflation and is estimated at $6.08 million per person ($12.16 million). (the couple) for the year 2026.


Source link

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button