Estate Tax

Learn federal estate tax thresholds, exemptions, and planning strategies. Discover how estate taxes impact inheritance and wealth transfer for your family.

Do most families actually pay federal estate tax?

No, fewer than 1% of families pay federal estate tax. Only estates valued above $15,000,000 per person owe federal estate tax at 40%. Married couples can combine their exemptions for a total of $30,000,000. This means the vast majority of American families never encounter federal estate tax, making it primarily a concern for very wealthy households.

A will is a wish. A trust is a plan.

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Estate Ledger

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A will is a wish. A trust is a plan.

How it works

Estate Ledger

Pricing

Download

Estate Tax

Do most families actually pay federal estate tax?

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