The Estate and Gift Tax Exemption Sunset White Paper

The estate* and gift tax exemption, which is currently $13.61 million per person, is scheduled to drop to $5 million on December 31, 2025, 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.

To avoid significant tax liabilities, it’s crucial to review your estate plan now and maximize contributions while the higher exemption is in place. Without proactive planning, you risk substantial losses and missed opportunities to protect your wealth and legacy. A solid estate plan ensures your financial goals are met and safeguards your assets for future generations.

Our Estate and Gift Tax Exemption Sunset white paper provides essential strategies for individuals, couples, and businesses to prepare for the upcoming changes and maximize their exemptions before the deadline.

To recieve a complimentary copy, complete the form.



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