Estate

Learn about estate planning essentials, from wills and trusts to tax strategies. Discover tools and information to help protect your family's financial future.

How much money do you need to have an estate tax problem?

For 2025, the federal estate tax only applies to estates worth more than $15,000,000 per person, or $30,000,000 for married couples. This means the vast majority of families never pay federal estate taxes. However, some states have their own estate taxes with much lower thresholds, so your state of residence matters significantly for estate planning.