Navigating Estate Planning with Caress Law

2026 Estate Tax Shake-Up: Protect Your Assets Now!


Listen Later

The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late!

In this Episode:

  1. Estate Taxes – What are they?
  2. Estate Tax Exemption
  3. Gift taxes
  4. Expiration of the Federal Exemption Amount
  5. Planning Opportunities
  6. Life Insurance
  7. Consult with Professional

Leave a 5 Star Review

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

Follow the podcast in Apple Podcasts or Spotify

https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp

...more
View all episodesView all episodes
Download on the App Store

Navigating Estate Planning with Caress LawBy Tammi Caress

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

6 ratings