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Estate Tax Exemption Sunset in 2026: What High-Net-Worth Families Should Do Now

The 2026 estate tax exemption gives high-net-worth families an opportunity to review wealth transfer and estate planning strategies.

Estate tax exemption sunset 2026 was once expected to create a major estate-planning deadline for high-net-worth families. However, changes to federal tax law have altered that outlook, giving wealthy households more time to review lifetime gifts, trusts, business succession and other estate-planning strategies. But that scenario changed. Under the law enacted in July 2025, the… Continue reading Estate Tax Exemption Sunset in 2026: What High-Net-Worth Families Should Do Now