Maybe you've given some thought to the hereafter and what your heirs might be in line to inherit.

Maybe you thought about reducing the size of that estate beforehand to cut down on any possible taxes—but then decided the federal exemptions were large enough that you wouldn't really need to bother.

After all, the new tax law boosted the amount of assets exempt from federal estate taxes to $11.18 million per person, or $22.36 million for a married couple.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events
  • Access to other award-winning ALM websites including and

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.