Estate Tax Deadline: Protect Millions Before 2026 Exemption Expires
About this episode
This episode discusses the impending expiration of the estate tax exemption and its implications for high-net-worth families.
Send us Fan Mail The clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 estate tax exemption sunset and why it demands immediate attention. Right now, married couples can transfer up to $27.98 million free of federal estate tax. On January 1, 2027, that number drops to roughly half. This isn't speculation — it's a scheduled legislative event with real consequences for families whose estates exceed $7 million. We wal...
People in this episode
Host: Thomas Davies
Topics covered
- estate tax
- wealth management
- high-net-worth families
- tax exemption
- financial planning
Keywords
- estate tax
- 2026 exemption
- wealth transfer
- financial planning
- high-net-worth
Mentioned in this episode
Organizations: Davies Wealth Management
Places: United States
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