Are Big Estate Tax Changes Coming?
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Are Big Estate Tax Changes Coming?
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As we step into 2025, wealthy families and their advisors are already looking ahead to major potential changes in estate and gift tax laws. With key provisions of the 2017 Tax Cuts and Jobs Act set to expire at the end of this year, many are wondering: What does this mean for estate planning?
In this episode, we break down the possible changes that could take effect on January 1, 2026, and explore strategies to prepare for an uncertain tax landscape. Should you accelerate your gifting? Are certain trusts a smart move? How can stress testing your estate plan help mitigate risk?
Join us as we navigate these questions and provide insights to help you protect and optimize your wealth transfer strategy—no matter what lies ahead.
Chapters:
0:00 - Introduction
1:40 - Are tax changes coming?
8:06 - How trusts can be leveraged here
13:33 - Key takeaways
16:21 - Closing remarks