Estate tax and transfers to spouses | The benefits | Fidelity
https://www.fidelity.com/viewpoints/wealth-management/insights/estate-tax-and-transfers-to-spouses
WEBJan 1, 2024 · For example, state estate tax considerations aside, the first deceased spouse with $14 million in assets might direct, by will or revocable trust, $13.61 million (the amount of the lifetime gift and estate tax exemption in 2024) to the exemption trust and approximately $390,000 to the marital trust. 2.
DA: 91 PA: 13 MOZ Rank: 78