Estate Gift Exemption 2026: The $15M Permanent Threshold, State Taxes, and What to Do Now
The 2026 estate gift exemption is $15 million per person, made permanent by the One Big Beautiful Bill Act. Covers federal and state thresholds, annual exclusions, planning strategies, and key IRS forms.
Updated: 2026-03-09
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Estate planning documents checklist: every document you need, tiered by complexity (2026)
A four-tier estate document checklist that scales from basic wills and POAs to multi-entity trust coordination. Covers what most generic lists skip: business docs, entity diagrams, and cross-entity beneficiary mapping.
Estate & Gift Exemption 2026: 8 Questions After the $15M Permanent Increase
The TCJA sunset didn't happen. The federal estate exemption is now $15M per person — permanently. Here are the planning questions that matter now.
