Watch out for the Tax Sunset Estate Tax Sunset 2025
Are you ready for the 2026 estate tax sunset? #estateplanning #legacyplanning #uhnw #taxstrategy Estate Tax Rollback Impacts The 2025 Tax Cuts and Jobs Act Sunset: What That Means for Estate Planning Use It or Lose It: Federal Gift and Estate Tax Exemption Set to Get ready for significant tax changes in 2026! In this video, financial planner Joe Dowdall from Worth Asset Management shares For instance, suppose an individual has made $12 million of taxable gifts by the end of 2025, and because of the scheduled sunset, the lifetime exemption is ...