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2026 Estate Tax Shake-Up: Protect Your Assets Now!

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Manage episode 430711158 series 2954717
Content provided by Tammi Caress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tammi Caress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late!

In this Episode:

  1. Estate Taxes – What are they?
  2. Estate Tax Exemption
  3. Gift taxes
  4. Expiration of the Federal Exemption Amount
  5. Planning Opportunities
  6. Life Insurance
  7. Consult with Professional

Leave a 5 Star Review

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

Follow the podcast in Apple Podcasts or Spotify

https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp

  continue reading

29 episoade

Artwork
iconDistribuie
 
Manage episode 430711158 series 2954717
Content provided by Tammi Caress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tammi Caress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late!

In this Episode:

  1. Estate Taxes – What are they?
  2. Estate Tax Exemption
  3. Gift taxes
  4. Expiration of the Federal Exemption Amount
  5. Planning Opportunities
  6. Life Insurance
  7. Consult with Professional

Leave a 5 Star Review

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

Follow the podcast in Apple Podcasts or Spotify

https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp

  continue reading

29 episoade

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