Nancy Van Lanen, CTFA, EA Estate & Trust Partner The new One Big Beautiful Bill Act has rewritten some of the most important estate and trust tax rules. We’ve highlighted the updates that matter most for high-net-worth individuals and anyone focused on smart estate planning. Effective Start: January 1, 2026 (unless otherwise noted) Estate, Gift & GST Tax Exemptions Permanently Raised Starting in 2026, the federal estate and gift tax exemption increases permanently to $15 million per person ($30 million per married couple) and will be annually indexed for inflation. The Generation-Skipping Transfer (GST) exemption also increases to $15
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