Estate tax planning in uncertain times

Major estate and gift tax changes are anticipated in 2026. Are you prepared?

Unless Congress acts, the lifetime estate and tax gift exemption is set to sunset on January 1, 2026, reverting from the inflation-adjusted estimate of $14 million per individual in 2025 to approximately $7 million.

Find out what you need to know — and do — to prepare. This on-demand webinar covers the implications of the coming changes, how to safeguard your financial legacy, and estate planning strategies to consider for different sunset scenarios.

Watch the replay to learn:

• Why proactive estate planning is critical ahead of the 2026 changes.
• How to manage generational wealth transfers effectively.
• How to incorporate philanthropic goals into your legacy.
• The value of estate planning across different levels of net worth.

Don’t miss this opportunity to preserve your assets and minimize future tax exposure. Watch now to take control over your legacy — before the window closes.