1715 Treasure Coast Financial Wellness with Thomas Davies

Estate Tax 2026: 7 Steps Before Year-End for Florida

June 8, 2026·20 min
Episode Description from the Publisher

Send us Fan Mail **Your estate could face a 40% tax hit in just two years—unless you act now.** On December 31, 2026, the federal estate tax exemption drops from $13.61 million to approximately $7 million per person. For Florida residents with estates between $5 million and $13 million, this sunset provision could expose significant wealth to devastating taxation. In this episode, we break down seven actionable steps you can take before year-end to protect your financial legacy. From strategi...

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