The 2025 Estate & Gift Tax Exemption Sunset Preparation Guide
Download the Guide
To help your clients minimize tax liabilities, now is the time to review and optimize their estate plans. Taking advantage of the current $13.61 million exemption limit enables them to protect wealth and secure their legacy before the threshold drops to $5 million on December 31, 2025. A well-prepared estate plan ensures their financial goals are achieved and assets preserved for future generations.
The 2025 Estate & Gift Tax Exemption Sunset Preparation Guide provides key strategies to help clients maximize exemptions and plan effectively. Complete the form to receive a complimentary copy.
Trust and Estate Services are Not a deposit, Not guaranteed by the Bank, May Lose Value. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.
The 2025 Estate & Gift Tax Exemption Sunset Preparation Guide provides key strategies to help clients maximize exemptions and plan effectively. Complete the form to receive a complimentary copy.
Trust and Estate Services are Not a deposit, Not guaranteed by the Bank, May Lose Value. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.