Episode 76: Lisa from Glenview asks: “Are we going to get hit with Illinois estate tax even if we’re under $10 million?”

from Retirement Decoded Podcast · host Scott Tucker

Get on our phone calendar at https://TuckerRetirement.com. Lisa and her husband have built a net worth of around $6 million and assumed they were “safe” from estate taxes. After hearing about Illinois’ $4 million threshold, she’s now worried they may owe the state a significant amount. She wants to understand how the Illinois estate tax actually works, whether it really taxes everything above $4 million, and what planning strategies might help reduce or eliminate that exposure. Watch this podcast on YouTube at https://TuckerYouTube.com.

Episode metadata supplied by the publisher feed · Published May 4, 2026

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Episode 76: Lisa from Glenview asks: “Are we going to get hit with Illinois estate tax even if we’re under $10 million?”

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