# Estate Tax 2026: 7 Steps Before Year-End for Florida

Page: https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/estate-tax-2026-7-steps-before-year-end-for-florida
Text version: https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/estate-tax-2026-7-steps-before-year-end-for-florida.md
Podcast: [1715 Treasure Coast Financial Wellness with Thomas Davies](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635)
Published: 2026-06-08T12:00:00+00:00
Episode link: https://www.buzzsprout.com/2047761/episodes/19311553-estate-tax-2026-7-steps-before-year-end-for-florida.mp3
Audio file: https://www.buzzsprout.com/2047761/episodes/19311553-estate-tax-2026-7-steps-before-year-end-for-florida.mp3
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Duration seconds: 1223

## Resource

Send us Fan Mail **Your estate could face a 40% tax hit in just two years—unless you act now.** On December 31, 2026, the federal estate tax exemption drops from $13.61 million to approximately $7 million per person. For Florida residents with estates between $5 million and $13 million, this sunset provision could expose significant wealth to devastating taxation. In this episode, we break down seven actionable steps you can take before year-end to protect your financial legacy. From strategi...

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