Your 2019 Estate Plan Checkup

January 17, 2019
two women working on an estate plan

2019 vs. 2018 amounts

Lifetime gift and estate tax exemption

  • 2018: $11.18 million
  • 2019: $11.40 million

Generation-skipping transfer tax exemption

  • 2018: $11.18 million
  • 2019: $11.40 million

Annual gift tax exclusion

  • 2018: $15,000
  • 2019: $15,000

Marital deduction for gifts to a noncitizen spouse

  • 2018: $152,000
  • 2019: $155,000

The beginning of the new year is a great time for an estate plan check up!  Please contact us for assistance with updating your current estate plan or to create a new one!