© 2026 SimplyTrust Software Inc.
Learn about estate taxes, gift taxes, and tax planning strategies for trusts and estates. Understand federal exemptions, state tax differences, and how to mi...
You can leave up to $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Jan 2, 2026 to your beneficiaries without triggering federal estate taxes. For married couples, this doubles to $30,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Jan 2, 2026 when both spouses use their exemptions. Any amount above these thresholds gets taxed at 40%26 USC 2001(c)Verified Jan 2, 2026. Keep in mind that some states have their own estate taxes with lower thresholds, so your state's rules may differ from federal limits.