Inheritance
“I expect federal estate tax exemption limits to drop drastically next year, should I aggressively gift assets to my irrevocable trust now to lock in the current high limits?”
Questions about estate tax exemption changes and gifts to an irrevocable trust often turn on several moving parts, including the size and type of assets involved, the trust terms, and how long the transferred assets are expected to remain outside the estate. The timing can also depend on whether future law changes actually take effect, how much control is being given up, and whether the transfer may create income tax, valuation, or reporting considerations. In many cases, the practical answer is shaped by the balance between potential estate tax savings and the flexibility lost once assets are moved into trust. A focused session can map this against your actual situation in plain English.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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