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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisor in a suit hunches over while carrying a heavy stack of three large binders labeled “TAX.”

5 Estate Tax Mitigation Techniques You Should Consider

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

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