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Glossary · tax

Federal estate-tax exemption

In plain English

The dollar amount each person can pass at death without federal estate tax — roughly $13.6M per person in 2024 values.

Married couples effectively get double the exemption with proper planning (see Portability). The exemption is scheduled to sunset after 2025 to roughly half — which drives a lot of time-sensitive HNW planning.

Educational information only. Mister AMS is not a law firm and does not give legal, tax, or financial advice. For your situation, consult a licensed professional admitted in your state.
Federal estate-tax exemption | Mister AMS