Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022.
1 The basic exclusion amount.
2 Deceased spousal unused exclusion amount (for 2011 and later years)
3 The GST tax exemption is not portable.
2021 and 2022 Gift Tax and Estate Tax Rate Schedule
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This article was prepared by Broadridge.
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