The 2025 Estate & Gift Tax Exemption Sunset Preparation Guide
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Now is the time to review and optimize your estate plan to minimize potential tax liabilities. The current $13.61 million exemption limit offers a unique opportunity to protect your wealth and secure your legacy before it drops to $5 million on December 31, 2025. With a well-prepared estate plan, you can ensure your financial goals are met, and your assets are preserved for future generations.
The 2025 Estate & Gift Tax Exemption Sunset Preparation Guide outlines key strategies to help you maximize exemptions and plan effectively. Complete the form to receive your 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 outlines key strategies to help you maximize exemptions and plan effectively. Complete the form to receive your 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.