The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it’s too late!
In this Episode:
- Estate Taxes – What are they?
- Estate Tax Exemption
- Gift taxes
- Expiration of the Federal Exemption Amount
- Planning Opportunities
- Life Insurance
- Consult with Professional
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Links and Resources
[Episode 6] What is a Fiduciary and How to Choose the Right One
[Episode 5] Revocable vs. Irrevocable Trusts: What’s The Difference?
Estate Planning Resources
Free Workshops
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Links and Resources
[Episode 6] What is a Fiduciary and How to Choose the Right One
[Episode 5] Revocable vs. Irrevocable Trusts: What’s The Difference?
Estate Planning Resources
Free Workshops
Connect with Tammi Caress
Follow the podcast in Apple Podcasts or Spotify