Paul PremackJan 52024 Estate and Gift Tax ExemptionsFederal Estate Tax exemption for 2024 has increased, along with the Gift Tax annual exclusion. Washington Estate Tax may be adjusted soon.
Paul PremackNov 28, 2022The Planning Conundrum (Part 3)If Congress in late 2025 makes the $12.92M exclusion permanent, you may wonder if your planning was a waste of time and money.
Paul PremackNov 21, 2022The 2026 Trump Tax Rollback (Part 2)You have a large exclusion amount to use by gifting or by dying. In 2026 the exclusion will be reduced. Should you use it now?