Skip to main content
In the News

Trusts and Estate Tax in 2025: Why Many Federal Employees May Need to Revisit Old Plans

By Austin Costello, CFP® August 21, 2025 FEDWeek

While estate tax exemptions have risen dramatically in recent decades, many federal employees still rely on outdated trusts that may no longer provide tax advantages.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.

Read More at FEDWeek

FEDWeek
Austin Costello, CFP®
August 21, 2025