Despite its long name, The 2025 Federal Trusts & Estates Income Tax Rates and Exclusion Amounts Cheat Sheet is a simple up-to-date reference for this year’s federal trust income tax rates and gift tax & estate exclusion amounts.

Plus, it has easy-to-understand formulas on how to calculate you potential tax liability.

What’s Included:

  • Federal Income Tax Rates for Trusts in 2025

  • The Basic Exclusion Amount for Federal Estate Taxes in 2025

  • Federal Gift Tax Rates, Gift Tax Exclusion Amounts, Gift Splitting Limits, and Tax Rates for Gifts Between Spouses in 2025

Complete the Form for Access!

Download the Cheat Sheet