PLANNING AHEAD FOR LIKELY FEDERAL ESTATE TAX INCREASES Since the Tax Cuts and Jobs Act (TCJA) took effect in 2018, federal estate taxes have been deemphasized in estate planning. The TCJA more than doubled the federal estate tax exemption—from $5.49 million to $11.18 million. As a result, only about one in 1,000 deceased Americans have […] Read more
Federal Estate Tax Planning
The Heckerling Institute of Estate Planning in Orlando, Florida, is a sort of “Superbowl”in the world of Florida estate planning. This is where the upper echelon of “tax geeks” got together not too long ago and addressed the question of estate tax planning in Florida, and other states, as it relates to this question of portability. […] Read more
