• Estate Tax Exemption

Upcoming 2026 Estate Tax Sunset: Are You Ready?

The current estate tax exemption is up for review by the end of 2025, and it may revert to a lower amount. The Federal estate tax temporarily increased in 2019 to 11.4 million per person or $22.8 million for married couples due to the 2017 Tax Cuts and Jobs Act.  At the end of 2025,

2023-08-08T10:44:54-05:00August 8th, 2023|

Finally, a Place for Orphan ILITs!

The last few years have been a tumultuous time in the life insurance trust business.  The prospect base is shrinking after the Tax Cuts and Jobs Act raised the federal estate tax exemption from $5.49M to $11.18M per person.  Today only 1 in 1,000 estates affected by the estate tax (1).  The asset class has become

2018-09-11T18:20:41-05:00August 22nd, 2018|
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