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Estate Planning Key Numbers

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Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022. 

 

 

1 The basic exclusion amount.

2 Deceased spousal unused exclusion amount (for 2011 and later years) 3 The GST tax exemption is not portable. 

 

 

2021 and 2022 Gift Tax and Estate Tax Rate Schedule

 

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Page 2 of 2 Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2022. 

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