Most everyone knows that each American can pass nearly $13 million in assets before worrying about an estate tax. In addition, it’s possible to pass an unlimited amount to a spouse without incurring any tax. Of course, to obtain the benefit of the unlimited marital deduction, the amount passing to the spouse must meet specific requirements. Read on to learn more.
Latest posts by Brandon McGee (see all)
- Pet Planning Opens the Door to Responsible Pet Ownership for Seniors - September 2, 2026
- Can a Minor Inherit Directly, and What Happens If They Do? - August 19, 2026
- When Estate Planning Documents Say One Thing—and Mean Another - August 12, 2026