In the News
Trusts and Estate Tax in 2025: Why Many Federal Employees May Need to Revisit Old Plans
While estate tax exemptions have risen dramatically in recent decades, many federal employees still rely on outdated trusts that may no longer provide tax advantages. This article advises federal employees to review estate plans created before 2010 with an estate planning attorney or a CFP® professional to ensure strategies remain effective under current law.
FEDWeekAustin Costello, CFP®
August 21, 2025