2026 Estate and Gift Tax Exemptions and Exclusions
The IRS issued the following estate and gift tax adjustments for 2026: Federal Gift Tax Annual Exclusion: An individual may now give up to $19,000.00 per year, per recipient, without using any of the individual’s lifetime […]
Checklist for the Personal Representative of an Estate
Find the decedent’s will, trust and other estate planning documents.Sometimes this is easy-and sometimes it’s not. Contact the decedent’s attorney as the firm may have the original or a copy of the documents. Look in […]