Impending changes to estate tax

Barring legislative intervention, the estate tax exemption limits will revert to pre-2018 levels on January 1, 2026. This reduction could expose more estates to significant tax liabilities, particularly families with substantial assets, high business valuations, and estates rich in illiquid assets like real estate. 

Proactive estate planning is essential to mitigate these tax impacts and protect your legacy, so we recommend consulting with a tax advisor, attorney, and financial professional to review and update your estate plan by filling out the form on this page. Strategies include utilizing life insurance to provide liquidity, creating Irrevocable Life Insurance Trusts (ILITs), and leveraging annual gift tax exclusions. 

Download the whitepaper to learn more