Do you have an estate tax problem? Most people say no. And they are right, you may not have one today, but you could in the future. If you haven’t heard about the Sunset Provision? This could impact the amount of taxes your loved ones have to pay after your death. Tune in to hear more about how to protect your assets from this wealth destroyer.

Episode Highlights
00:48 - The sunset provision in the 2018 Tax Cut and Jobs Act
02:16 - How estate tax exemptions will change in 2026 and potential consequences
04:34 - Possibility of exemption limit being cut in half in 2026 and planning for the future
06:15 - Gifting strategies and using trusts or family limited partnerships
07:15 - Importance of having conversations and planning ahead for tax changes

Episode Resources
Connect with Wade Borth
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wade@sagewealthstrategy.com

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