Thought Leadership


Seize the Opportunity: Expert Guidance Essential as Estate Tax Exemption Sunset Approaches

Seize the Opportunity: Expert Guidance Essential as Estate Tax Exemption Sunset Approaches

Christopher Burns | Scott Emery | Brigitt Orfield

The current federal estate and gift tax exemption amounts are scheduled to be more than cut in half from in excess of $14,000,000 to less than $7,000,000 due to the sunsetting of tax breaks on December 31, 2025. For high-net-worth individuals, the time to plan for these changes is now. Partnering with a skilled estate planning team is crucial to navigate these changes effectively.

Gift Tax, Taxes
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