802.864.5951

Vermont Estate Planning Blog

Friday, January 31, 2020

Tip/News: New Numbers for 2020

Estate/transfer tax

Vermont estate tax exclusion: $4,250,000

Federal estate and lifetime gift tax threshold: $11,580,000

Federal gift tax exclusion (annual): $15,000 [no change from 2019]

Vermont Medicaid

Community Spouse Resource Allowance: $128,640

Home Equity Limit (singles): $595,000

 

 

 


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