Estate Tax Exemption Amount Goes Up for 2022 As the estate tax exemption amount increases, fewer estates are subject to the federal tax. The federal estate tax exemption is going up again for 2022. The amount is adjusted each year…
Estate Planning Techniques for Gifting Many families routinely gift assets to heirs and some plan to leave assets to heirs above the amount the government allows to pass free of gift or estate tax. When it comes to estate planning…
Case Law: Grantor-retained Annuity Trust and Estate Taxes By Jill Roamer, J.D., CIPP/US estate planning, Case Law In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case regarding the legality of including the entire Grantor-retained Annuity…