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2025 State Estate Tax and Inheritance Tax Chart

If your clients reside in or own property in one of the 18 states that currently levies an estate or inheritance tax, their assets may face taxation even if they are not subject to federal estate tax. Consider a client who lives in Arizona (a state with no estate tax) but owns a vacation home in Minnesota. Depending on the value of the home, the beneficiaries could owe Minnesota a state estate tax. This is an often-overlooked planning need, and life insurance can provide the liquidity the heirs

The History of Taxes vs. Debt

Explore the history of US taxes and debt to help your clients understand where we're at, where we might go, and how it personally affects them.

The Cost of Waiting

A look at two examples where the cost of waiting to create an estate plan was significant.

Improving Outcomes for Estates with Large Qualified Fund Concentrations

Discover how life insurance can help reduce the tax burden on inherited qualified funds.

2025 Quick Tax Reference Guide and Employee Benefits Annual Limits

Explore the 2025 Quick Tax Reference Guide and 2025 Employee Benefits Annual Limits.

What to Do with the 2025 Increase to the Lifetime Estate & Gift Tax Exemption

Check out this simple strategy for your clients to implement using the 2025 Lifetime Estate and Gift Tax Exemption increase.

The Tax Cuts and Jobs Act of 2017 (TCJA)- Here’s What Is Changing

The Tax Cuts and Jobs Act of 2017 (TCJA) made sweeping changes to the Internal Revenue Code that affected individuals, businesses, estates and trusts. Most of these provisions will expire on 12/31/2025, and your clients should act now to prepare and mitigate any negative impact of the looming sunset. Click here for full summary.

Tim McFarland Featured on Life Matters: A Penn Mutual Podcast

Tim McFarland, JD and Vice President, Advanced Sales, was recently featured on "Life Matters: A Penn Mutual Podcast."

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