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Estate tax

Illustration of a financial advisor discussing estate tax changes with a client in an office

What to Expect in Estate Taxes Under New Legislation

In 2025, federal estate tax exemptions are locked at $15 million per person, indexed for inflation, preserving tax-free transfer opportunities for high-net-worth individuals. The latest legislation fundamentally changes the estate planning environment. With higher exemptions… 

Estate tax management strategies for preserving wealth

Understanding the Basics of Estate Tax Management

Estate tax management is a crucial yet often overlooked aspect of financial planning. Many people only begin thinking about it when it’s too late to implement the most effective strategies. As someone who has worked… 

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