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 exemption2014 - $5.34 million | 2015: $5.43 millionGeneration-skipping transfer tax exemption2014 - $5.34 million | 2015: $5.43 millionAnnual gift tax exclusion2014 - $14,000 | 2015 - $14,000Marital deduction for gifts to noncitizen spouse2014 - $145,000 | 2015 - $147,000