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Securing your legacy: Estate planning and gift tax exemption sunset

Margaret Amsden
Jun 06, 2024

Lifetime estate and gift tax exemptions are changing — if you want to secure your financial legacy, the time to start planning is now.

Effective January 1, 2026, the lifetime estate and gift tax exemption will be halved, reverting from the expected $14 million in 2025 to just $7 million. Wipfli is hosting a webinar to help you protect your assets ahead of the sunset. Join our experienced tax team as they share valuable insights into the potential tax implications for your estate and strategies to help you prepare for the future.

Attendees will learn more about:

  • Why estate planning is essential and the heightened sense of urgency around the 2026 changes.
  • How to navigate generational wealth transitions.
  • How philanthropic goals can be incorporated into estate planning.
  • The effectiveness of estate planning in differing net worth scenarios.

Register today for guidance to help you minimize taxes on transferred wealth and make the most of your legacy planning.

Author(s)

Margaret Amsden
CPA, MST, AEP, Partner
Rachelle Burnham
CPA, Senior Manager
Casey Haggerty
CPA, Senior Manager
Tiffany Kuntemeier
CPA, CSEP, Partner
Chris Lockhart
CPA, Partner

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