Click on the link below to review the Important Financial Planning Numbers publication that has the most current estate planning numbers.
| Current Year | ||
|---|---|---|
| 2024 |
Below are the items related to estate planning you can find in the above Important Financial Planning Numbers publication.
Applicable credit amount (also known as basic credit amount and unified credit amount)
Applicable exclusion amount (also known as basic exclusion amount)
Annual gift tax exclusion
Generation skipping transfer (GST) tax exemption
Maximum estate tax rate, which is also the GST tax rate
Some states have estate and/or inheritance taxes.