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Wealth Transfer

Explore articles about Wealth Transfer.

2 articles

2025 Estate Tax Exemption Changes: Understanding the $13.99 Million Threshold

By Elena Novak 11 min read 98 views

For the 2025 tax year, the IRS increased the federal estate and gift tax basic exclusion amount to $13.99 million per individual, up from $13.61 milli...

Finance & Wealth

A Comprehensive Guide to 529 Plan Estate Planning

By Amelia Foster 7 min read 450 views

A 529 plan serves as a powerful tool for estate planning because it allows an account owner to remove assets from their taxable estate while maintaini...

Wealth Transfer

2025 Estate Tax Exemption Changes: Understanding the $13.99 Million Threshold

A Comprehensive Guide to 529 Plan Estate Planning

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