Estate Planning Trends for 2024 With 2024 in full swing, here are some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out to our team with any questions.
Tax Changes in 2026
As you may know, the current tax exemption amount of $13.61 million is scheduled to revert to its previous $5 million threshold in 2026 (likely adjusted for inflation to $7...