Estate Tax 2026: 7 Steps Before Year-End for Florida

About this episode

This episode discusses the impending federal estate tax changes and outlines seven steps Florida residents can take to protect their estates before the year-end deadline.

Send us Fan Mail **Your estate could face a 40% tax hit in just two years—unless you act now.** On December 31, 2026, the federal estate tax exemption drops from $13.61 million to approximately $7 million per person. For Florida residents with estates between $5 million and $13 million, this sunset provision could expose significant wealth to devastating taxation. In this episode, we break down seven actionable steps you can take before year-end to protect your financial legacy. From strategi...

People in this episode

Host: Thomas Davies

Topics covered

• estate planning
• tax strategy
• financial legacy
• wealth management
• Florida estate tax

Keywords

• estate tax
• Florida
• wealth management
• tax exemption
• financial planning
• 2026
• tax strategy

Mentioned in this episode

Products: estate tax

Places: Florida

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