2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
Savvy Estate Planning di Jim Cunningham
Note sull'episodio
The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half from its present level. Are you and your estate plan prepared? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and irrevocable trusts. In this informative webinar, Jim and Certified Financial Planners Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they righ ...Â