Preservation | Family Wealth Protection & Planning


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Posts from October 2020.
By Keith Herman on October 27, 2020 at 2:45 PM

In 2020, the estate/gift and generation-skipping (GST) transfer tax exemptions are each $11.58 million per person, and the tax rate for each is 40 percent. These exemptions will be reduced to $5 million (indexed for inflation) on Jan. 1, 2026, assuming Congress does not change the exemptions sooner.

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By Jennifer Davis, Elizabeth Pack on October 20, 2020 at 1:30 PM

Wedding rings on pile of moneyThis is the eighth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here.

A Spousal Lifetime Access Trust (SLAT) is a type of trust that provides an opportunity for the grantor of the trust to utilize his or her remaining estate and gift tax exemption while also allowing the grantor’s spouse to benefit from the assets transferred.

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