Estate
How do I handle estate taxes?
Quick Answer
Most estates owe no federal estate tax — the 2025 exemption is $13.99M per person ($27.98M per couple). Estates above that file Form 706 within 9 months of death and pay 40% on the excess. Twelve states plus D.C.
Warren Team
Updated April 26, 2026
34
Warren Team
Updated April 26, 2026
34
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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