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Confronting the Cliff: Why You Should Revisit Your Estate Plan Before 2026
Manage episode 434066080 series 3559533
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The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies.
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