1715 Treasure Coast Financial Wellness with Thomas Davies

TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits

June 15, 2026·20 min
Episode Description from the Publisher

Send us Fan Mail The clock is ticking — and for high-net-worth families, 2026 could be the most expensive year in a generation. When the Tax Cuts and Jobs Act sunsets on December 31, 2026, the federal estate tax exemption drops from roughly $13.6 million per individual to approximately $7 million. For married couples, that's a potential $13 million reduction in shelter — and a tax bill that could reach tens of millions for families who wait too long to act. In this episode, we break down exac...

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