Currently, an estate is not subject to the federal estate tax until it exceeds the $12,920,000 lifetime exemption (double for married taxpayers). In 2026, the current exemption could sunset, effectively cutting the amount in half. Don’t stand by waiting to see if it happens. Check out this piece to learn four options that will help you protect your client’s legacy. 

Download this free piece below to look at four options that protect your client’s legacy before that happens. 

Tax Efficiency Legacy Planning