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Webinars | Nov 19, 2024
Planning For the Federal Estate Tax Exemption Sunset
Steven KohlerCFP®, CPFA®
CFP®, CPFA®
Jeremy L. SuschakCFP®
CFP®
Are you prepared for current lifetime estate tax exemptions to
expire at the end of 2025?
On January 1, 2026, lifetime estate tax exemptions for individuals are expected to be cut in half, from $13.99 million to approximately $7 million. This means that for those with an estate worth at least $5-10 million, time is running out to execute large legacy gifts before the tax implications of those gifts increase substantially.
We were recently joined by Dave DelFiandra, Partner in the Trusts & Estates practice at the law firm Leech Tishman, for an important conversation about how individuals and families can properly plan for this signicant change. The discussion covers:
- Why estate planning is a critical component of everyone's financial plan
- The urgency of estate planning in 2025 given the expected estate tax exemption sunset
- Estate planning strategies to consider implementing around the estate tax exemption sunset
- Actionable steps you can take immediately to bolster your estate plan
This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Steven Kohler
CFP®, CPFA®
Chief Planning Officer
Jeremy L. Suschak
CFP®