Expertly.
Expertly
← ArticlesGift, Estate, Wealth & succession planning

US Estate and Gift Tax in 2026: The $15 Million Exemption, the $19,000 Annual Exclusion and Planning Moves

OCT 26, 2026·4 min read·Roshan R·United States

The federal estate and gift tax exemption is $15 million per person in 2026. See how the exemption, annual exclusion, portability and basis step-up work and why state taxes still matter.

Sign in to read the full article

The rest of this article, plus member profiles and consultation requests, are available to signed-in users.