Do Inheritance Taxes Affect You? Understanding Estate Tax Rules

Passing It On: Estate Planning for Families
11/04/2025 2 min
Do Inheritance Taxes Affect You? Understanding Estate Tax Rules

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Episode Synopsis

Understanding inheritance taxes can help you plan smarter. The federal estate tax — also known as the death tax — currently applies only to estates worth over $13 million for individuals and $27 million for married couples. While most people won’t owe federal estate tax, some states have their own estate tax rules. Learn what this means for your family’s future and how proper estate planning can protect your assets. California residents: Protect your legacy with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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