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Practical Steps to Prepare for the Estate Tax Sunset

Strategies to Prepare for the Estate Tax Exemption Sunset

The estate* and gift tax exemption, which is currently $13.61 million per person, is slated to expire on December 31, 2025, reverting to $5 million, adjusted for inflation. Estates surpassing this threshold after the estate tax sunset may be subject to taxation rates as high as 40%. Proactive planning is crucial to avoid tax burdens and mitigate any losses.

Request our free Estate Tax Exemption white paper to explore estate planning alternatives for individuals, couples, and businesses looking to maximize exemptions before the sunset takes place.

*Trust and Estate Services are Not a deposit, Not guaranteed by the Bank, May Lose Value

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