09/10/2026
In 2026, a trust enters the 37% federal tax bracket above $16,000 of taxable income.
A single individual doesn’t enter it until taxable income exceeds $640,600. That’s a warning to review the whole plan, not an instruction to remove the trust.
If you have questions or concerns regarding your own plan, book a complimentary 15-minute call. Book here: https://calendly.com/amyjacksondouglas/15min