Tax Minimization & Exemptions
Federal and state estate tax avoidance strategies.
The $13.61 Million Question: Understanding the Estate Tax Exemption
A breakdown of the federal estate tax exemption, how it currently protects the vast majority of Americans, and why wealthy families are rushing to plan before the 2026 sunset.
The Hidden Trap: State Estate and Inheritance Taxes
A guide to the 17 states that levy their own estate or inheritance taxes, often with exemption limits far lower than the federal level.
The $18,000 Loophole: Mastering the Annual Gift Tax Exclusion
An explanation of the annual gift tax exclusion, the simplest and most effective way to reduce the size of your taxable estate over time.
529 Superfunding: The Ultimate Grandparent Estate Hack
A deep dive into a unique IRS rule that allows you to front-load five years' worth of annual gift tax exclusions into a 529 college savings plan all at once.
The Step-Up in Basis: Why You Shouldn't Gift Highly Appreciated Assets
An explanation of one of the most powerful tax loopholes in the U.S. code, and why holding onto highly appreciated assets until death is often the smartest financial move.
Estate Tax Liability Estimator
An interactive calculator that projects your gross estate value against current federal and state exemption limits to estimate your heirs' potential tax bill.