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Estate tax planning: Navigating the current landscape

Part of the Tax News & Views podcast series

With significant changes on the horizon for estate tax exemptions, now is a critical time for high-net-worth individuals to reassess their estate planning strategies. Listen in as Deloitte’s Private Wealth practice leaders discuss the implications of potential upcoming legislative changes and provide actionable insights for enhancing estate plans.

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Estate tax planning: Navigating the current landscape

As the estate tax landscape continues to evolve, it’s crucial for individuals to stay informed and proactive. In this episode of the Tax News & Views podcast, host Carrie Falkenhayn is joined by Laura Hinson, Sam Nissan, and Erin Thompson from Deloitte’s Private Wealth practice. They discuss the current state of estate tax planning, the potential reduction of the basic exclusion amount in 2026, and the importance of utilizing the current exclusion to minimize future estate tax liabilities.

This is the perfect time for everyone to review their estate documents. I always like to recommend taking a closer look at what your current documents say, see where your assets are currently slated to go, and if that’s still what you actually want to happen.

                                                                                                     — Erin Thompson

 

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