Webinar: Use It Or Lose It: Sunset of the Estate Tax Exemption

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Now is the time to start thinking and preparing for the Estate Tax changes; anticipated to sunset at the end of 2025.

Under the current Tax Cuts and Job Act of 2017, individuals can transfer up to $13.61 million (per spouse, as of 2024) tax-free through their estate. But starting January 1, 2026, that exemption is expected to be cut in half, substantially affecting estate planning and tax liabilities. It’s not too early to start thinking and preparing for this change, now.

Watch our webinar on the Estate Tax Sunset below.

As we approach this expiration date, understanding the landscape of estate tax becomes crucial for professionals, families and businesses aiming for financial success.

Our expert panel, which includes a seasoned estate planning attorney, CPA and fiduciary professionals, will guide you through the nuances of these changes. Speakers and bios listed below.

We not only explore the implications of the estate tax sunset, but also offer strategic insights into navigating this transition. Learn how to proactively adjust your estate planning to safeguard against potential volatility in tax obligations.

Whether you’re an individual looking to secure your family’s financial future, a business owner thinking about succession planning or a professional seeking to advise your clients effectively, this session will equip you with the knowledge and tools necessary for success.

This is your chance to gain tailored advice that aligns with your unique circumstances. Take a significant step towards ensuring your estate planning not only meets current legal requirements but is also robust enough to withstand future changes.

 

Featuring the following discussions:

Legal Ramifications for Families, Businesses & Beyond

Ronald P. Davis | Counsel, Estate, Trust & Business Planning | Maynard Nexsen PC, Mobile, AL

Your Business is Your Wealth: Preparing Your Company & Your Family

Rob Snowden, ASA. ABV | Founder & Managing Director | South Park Advisors, Charlotte, NC

What is the Estate Tax Sunset & Why Start Planning Now

Richard Littrell | Wealth Management Advisor | Oakworth Capital Bank, Central Alabama Market 

What is the Estate Tax Sunset & Why Start Planning Now

John Hensley, CFP® | Wealth Management Advisor | Oakworth Capital Bank, South Alabama Market 

 

This information is being provided for informational and educational purposes and is not meant to be taken as specific advice. All decisions regarding the legal implications of these strategies should be discussed with your advisors before being implemented.

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