The Clock Is Ticking on the Estate Tax Exemption

Major Estate Tax Changes Coming—Are You Prepared?

Big changes are coming to the federal estate tax. The current exemption—$13.61 million—will be cut in half on January 1, 2026, unless Congress intervenes. That means many previously unaffected families could now face significant estate tax liability.

✅ Now is the time to review your estate plan.

✅ Gifting strategies, irrevocable trusts, and other tools may help preserve your legacy.

✅ Don’t let these changes catch you off guard.

📅 Let’s talk soon—2025 is the year to get ahead of this shift.