The clock is ticking. Unless Congress acts, the federal Gift and Estate Tax Exemption is scheduled to "sunset," or revert, at the end of 2025, drastically cutting the current high exclusion amount roughly in half. For high net-worth individuals and couples, this legislative change—often called the "Estate Tax Cliff"—represents a multi-million-dollar difference in potential tax liability.
This episode is your essential guide to navigating the 2026 deadline and maximizing the incredible planning opportunity available now.
In this episode, you will learn:
The "Clawback" Rule: Why you can make large gifts now without fear of adverse tax consequences later, thanks to IRS clarification.
Strategic Trust Planning: How to use powerful tools like Spousal Lifetime Access Trusts (SLATs) and Irrevocable Trusts to lock in the high exemption and remove future asset appreciation from your taxable estate.
The Best Assets to Gift: Deciding between cash, high-growth assets, or low-basis assets for lifetime gifting.
Actionable Steps: The critical timeline and collaboration needed with your advisors to complete complex gifting strategies before the year-end deadline.
Don't wait for legislative uncertainty. Tune in to learn how to act now and preserve your family's financial legacy for generations.
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