How To Be prepared For Next Year On Your Estate Planning

Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series! With the "One Big Beautiful Bill Act" shaking up exemption limits and gifting rules, now is the time to make sure your estate plan is airtight before 2026 arrives. The duo unpacks what the new $15 million lifetime exclusion really means, how annual gifts work (and when you need to file a gift tax return), and the often-overlooked details, like titling accounts correctly, that can make or break your plan. They also share real client stories, explain why reviewing your trust and power of attorney matters more than ever, and highlight smart charitable giving strategies like donor-advised funds and charitable trusts. If your estate plan hasn't been reviewed in the last few years, or if you're not sure how the new law affects you, this episode will give you clarity, confidence, and a few laughs along the way. 🎧 Tune in to get savvy, stay protected, and prepare your wealth for what's ahead. Date Recorded: 10/16/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700