Don't Forget to Get Your Annual Estate Plan Checkup.

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan:

Lifetime Gift and estate tax exemption

2014 - $5.34 million | 2015: $5.43 million

Generation-skipping transfer tax exemption

2014 - $5.34 million | 2015: $5.43 million

Annual gift tax exclusion

2014 - $14,000 | 2015 - $14,000

Marital deduction for gifts to noncitizen spouse

2014 - $145,000 | 2015 - $147,000

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