About this episode

This episode discusses the urgent need for high-net-worth families to act before the 2026 estate tax exemption drops, potentially costing heirs significant amounts of money.

Send us Fan Mail The clock is ticking for high-net-worth families — and most don't realize how much is at stake. In this episode, we break down the looming 2026 estate tax exemption sunset and why waiting to act could cost your heirs hundreds of thousands, or even millions, of dollars. If your estate is worth $3 million or more, this is not optional financial planning — it's urgent. We'll walk through exactly what the exemption looks like today, what changes are coming, and the wealth managem...

People in this episode

Host: Thomas Davies

Topics covered

• estate tax
• financial planning
• high-net-worth families
• exemption changes
• wealth management

Keywords

• estate tax
• exemption
• financial planning
• high-net-worth
• wealth management
• 2026
• inheritance

Mentioned in this episode

Places: United States

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