Episode

Episode 60: Mark Asks: How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?

Podcast
Retirement Decoded Podcast
Published
Jan 12, 2026
Duration seconds
1433
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Summary

Illinois has one of the most misunderstood estate tax systems in the country. In this episode of Retirement Decoded , Scott answers Mark’s question about the Illinois $4-million estate tax threshold—and why being even slightly over it can create a significant tax bill for your family. If you live in Illinois or may retire here, this episode explains what families need to understand before it’s too late, and why estate planning decisions must be made during your lifetime—not after a death. Ready to talk it through? Get on our phone calendar at TuckerRetirement.com .