EPISODE · Jun 13, 2023 · 9 MIN

Estate Tax Exemption

from Wade Borth - Sage Wealth Strategy · host Wade Borth

Do you have an estate tax problem? Most people say no. And they are right, you may not have one today, but you could in the future. If you haven't heard about the Sunset Provision? This could impact the amount of taxes your loved ones have to pay after your death. Tune in to hear more about how to protect your assets from this wealth destroyer. Episode Highlights 00:48 The sunset provision in the 2018 Tax Cut and Jobs Act 02:16 How estate tax exemptions will change in 2026 and potential consequences 04:34 Possibility of exemption limit being cut in half in 2026 and planning for the future 06:15 Gifting strategies and using trusts or family limited partnerships 07:15 Importance of having conversations and planning ahead for tax changes Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ [email protected]

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