Estate and Gift Taxes


  • The 2017 federal estate tax exemption is $5,490,000.
  • The 2018 federal estate tax exemption is $5,490,000.
  • The estate tax is currently 40% for all amounts above the exemption.

    The 2017 ANNUAL Gift Exclusion amount is $14,000.

    The 2018 ANNUAL Gift Exclusion amount is $15,000.