
Send us Fan Mail The clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 estate tax exemption sunset and why it demands immediate attention. Right now, married couples can transfer up to $27.98 million free of federal estate tax. On January 1, 2027, that number drops to roughly half. This isn't speculation — it's a scheduled legislative event with real consequences for families whose estates exceed $7 million. We wal...
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Medicare IRMAA: 7 Strategies to Avoid the High-Income Surcharge

Asset Location: 7 Rules to Stop Paying Too Much in Taxes

Estate Tax Exemption 2025: Why $5M+ Families Must Act Now

Roth Conversions: Turn Market Volatility Into Tax-Free Wealth
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