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The Gift and Estate Tax Exclusion: Lock It In or Let it Ride?

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without action from Congress, on January 1, 2026, the Exclusion will go from almost $14 million to about $7...more

IRS Announced 2025 COL Adjustments for Estate, Gift Tax Exclusion Amounts

The Internal Revenue Service recently announced the 2025 cost of living adjustments for the estate and gift tax exclusion amounts. The Gift Tax Exclusion Amount is the amount an individual may gift to any number of persons...more

Michigan’s Uniform Power of Attorney Act Goes into Effect Today

The Uniform Power of Attorney Act (“UPOAA”) was signed into law by Michigan Governor Gretchen Whitmer on November 7, 2023. Taking effect on July 1, 2024, the UPOAA repeals and replaces the durable power of attorney provisions...more

IRS Announced 2024 COL Adjustments for Estate, Gift Tax Exclusion Amounts

The Internal Revenue Service recently announced the 2024 cost of living adjustments for the estate and gift tax exclusion amounts. Gift Tax Exclusion Amount - The Gift Tax Exclusion Amount is the amount an individual...more

IRS Announces 2023 Increases to Estate and Gift Tax Exclusions

​​​​​​​The Internal Revenue Service recently announced the 2023 cost of living adjustments for the estate and gift tax exclusion amounts.  Gift Tax Exclusion Amount: The annual gift tax exclusion is the amount...more

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