Posts Tagged ‘portability election’
Estate Tax Planning in 2026: New Exclusion, Old Mistakes
You can earn a lot, save a lot, invest a lot, and still leave a mess behind. Not because you did anything reckless. Because estate planning feels like something you “get to later.” Then later shows up. Here’s the simple version of what’s changing in 2026. The federal estate and gift tax exclusion is $15,000,000…
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