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Gift and estate tax exemptions, exclusions and rates:
"Portability" of the federal estate tax exemption between married couples has become permanent – any unused exemption at the first death can be applied at the second death.
The generation skipping transfer tax exemption is not portable between married couples.
The annual exclusion has increased to $14,000 per person
11100 Wayzata Boulevard, Suite 220
Minnetonka, MN 55305-5578
Telephone: (952) 746-6990
Toll Free: (877) 746-6990
Chaffee & Associates LLC and their agents are presently licensed to sell traditional and variable life insurance in AL, AR, AZ, CA (California Licenses:Richard J. Chaffee #0702917), CO, CT, DE, FL, IA, ID, KS, MD, MN, MO, MT, ND, NE, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI and the District of Columbia only. Variable life insurance is limited to MN, MT, and WA. Insurance and securities products and services are currently limited to residents of the aforementioned states; however, additional state licensing could be obtained if needed for residents of other states.