What Happens When Gift and Estate Tax Exemption is Cut in Half?

Gift Tax Exemption in Ohio

Although the vast majority of Americans have estates that fall under the estate and gift tax exemption, the exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full Read More …

Lock in the Current Estate Tax Exemption to Benefit Your Spouse

Selling a House After Spouse DIes

With the fate of the estate tax exemption uncertain, you may want to use the current large exemption to transfer assets to a trust to benefit your spouse. A spousal lifetime access trust (SLAT) can help transfer assets outside of Read More …