TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits episode artwork

EPISODE · Jun 15, 2026 · 20 MIN

TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits

from 1715 Treasure Coast Financial Wellness with Thomas Davies

Send us Fan MailThe clock is ticking — and for high-net-worth families, 2026 could be the most expensive year in a generation. When the Tax Cuts and Jobs Act sunsets on December 31, 2026, the federal estate tax exemption drops from roughly $13.6 million per individual to approximately $7 million. For married couples, that's a potential $13 million reduction in shelter — and a tax bill that could reach tens of millions for families who wait too long to act. In this episode, we break down exactly what the TCJA sunset means for your estate, why proactive wealth management and financial planning strategies must start now, and the key moves families should be making before the window closes. Whether you're working with a fiduciary advisor or evaluating your current plan, this conversation could save your family millions. Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice. 📖 Full show notes: https://tdwealth.net/tcja-sunset-2026-protect-your-wealth-before-the-7m-tax-trap-hits/✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page===========================================================🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articlesWebsite: https://tdwealth.netSocial Media:https://www.facebook.com/DaviesWealthManagementhttps://twitter.com/TDWealthNethttps://www.linkedin.com/in/daviesrthomashttps://www.youtube.com/c/TdwealthNetWealthManagementDavies Wealth Management684 SE Monterey RoadStuart, FL 34994772-210-4031DISCLAIMERDavies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal professionals prior to taking any action.

Send us Fan Mail The clock is ticking — and for high-net-worth families, 2026 could be the most expensive year in a generation. When the Tax Cuts and Jobs Act sunsets on December 31, 2026, the federal estate tax exemption drops from roughly $13.6 million per individual to approximately $7 million. For married couples, that's a potential $13 million reduction in shelter — and a tax bill that could reach tens of millions for families who wait too long to act. In this episode, we break down exac...

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TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits

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This episode is 20 minutes long.

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This episode was published on June 15, 2026.

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Send us Fan MailThe clock is ticking — and for high-net-worth families, 2026 could be the most expensive year in a generation. When the Tax Cuts and Jobs Act sunsets on December 31, 2026, the federal estate tax exemption drops from roughly $13.6...

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