2022 Estate Tax Exclusion

The 2022 federal lifetime unified estate and gift tax exclusion is $12,060,000, up from $11,700,000 in 2021. 

In addition, the annual federal gift tax exclusion in 2022 is $16,000 per person per year, up from $15,000 in 2021 and earlier years.

The 2022 New York estate tax exclusion is $6,110,000, up from $5,930,000 in 2021.  (There is no gift tax in New York State.) 

If you have not already enrolled or taken our seminar, it’s time to enroll for our upcoming seminars in January, so you’ll be fully prepared!  Register here.