Episode

Estate Tax Deadline: Protect Millions Before 2026 Exemption Expires

Podcast
1715 Treasure Coast Financial Wellness with Thomas Davies
Published
Jul 20, 2026
Duration seconds
1400
Processing state
not_requested
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https://www.buzzsprout.com/2047761/episodes/19518674-estate-tax-deadline-protect-millions-before-2026-exemption-expires.mp3
Audio
https://www.buzzsprout.com/2047761/episodes/19518674-estate-tax-deadline-protect-millions-before-2026-exemption-expires.mp3
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Summary

Send us Fan Mail The clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 estate tax exemption sunset and why it demands immediate attention. Right now, married couples can transfer up to $27.98 million free of federal estate tax. On January 1, 2027, that number drops to roughly half. This isn't speculation — it's a scheduled legislative event with real consequences for families whose estates exceed $7 million. We wal...