Plan TODAY for Less Transfer Taxes Tomorrow

Estate and gift taxes (“transfer taxes”) are the siblings of income tax, but not as well-known. With the current high exemption amount, the transfer tax is only applicable to a small group of high-net-worth individuals. However, the looming sunset of this higher transfer tax exemption starting in the year of 2026 will roughly cut the exemption amount in half. There is no better time than now to learn more about federal transfer taxes and what planning should be considered TODAY, before the sun goes down.

Learn about the basics of the federal transfer tax system and the strategies to reduce transfer taxes by maximizing the use of the exemption amount.