Beginning January 2026, the amount of wealth you can pass to heirs before triggering the dreaded estate tax is falling from more than $13 million per person to around $5 million. This means far more wealthy American families will be subject to estate taxes, which can erode 40% or more of your wealth. We know the change is coming. In this episode, we share how you can take steps now to minimize or eliminate the chances of negatively impacting you and your family.
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