Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label tax planning. Show all posts
Showing posts with label tax planning. Show all posts
Thursday, November 16, 2023

Looking Ahead to 2026- Estate Tax Exemption Sunset and Current Planning Opportunities

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The estate and gift tax exemption amounts will decrease at the end of 2025. Decreasing the exemption amounts is tantamount to an increase in...
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Monty L. Donohew
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