Urgent Estate Planning Strategies for the Upcoming 2026 Tax Exemption Changes
Dear Valued Clients, As you may be aware, the Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemptions to $13.61 million for individuals and $27.22 million for married couples. However, these elevated exemptions are set to expire on January 1, 2026, and without new legislation, they will […]
