Estate Planning Key Numbers
Making solid decisions often depends on having up-to-date information. Learn more about the key numbers you may need to consider for your estate plan.
Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2020 and 2021.
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Annual gift tax exclusion:
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$15,000
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$15,000
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1 of 6
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Gift tax and estate tax applicable exclusion amount:
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2 of 6
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Noncitizen spouse annual gift tax exclusion:
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$157,000
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$159,000
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3 of 6
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Generation-skipping transfer (GST) tax exemption:
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4 of 6
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GST tax rate:
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40%
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40%
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5 of 6
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Special use valuation limit (qualified real property in decedent's gross estate):
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$1,180,000
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$1,190,000
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6 of 6
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1The basic exclusion amount.
2Deceased spousal unused exclusion amount (for 2011 and later years)
3The GST tax exemption is not portable.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.
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