© 2026 SimplyTrust Software Inc.
Discover strategies for building and preserving family wealth across generations. Learn about trusts, tax planning, and estate tools to protect your family's...
Federal estate taxes only apply to estates worth more than $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Jan 2, 2026 for individuals or $30,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Jan 2, 2026 for married couples in 2025. If your estate exceeds these thresholds, it faces a 40%26 USC 2001(c)Verified Jan 2, 2026 tax rate on the excess amount. However, some states have much lower exemption amounts, so wealthy families often use trusts and other planning tools well before reaching federal limits.