Estate tax legislation makes the $15 million exemption permanent starting January 1, 2026—no year-end rush for planners this time!
The verdict is in! Estate planners WILL get time off for the December holidays this year! There will be no end-of-year scrambling to use up evaporating exemption. Instead, clients can look forward to a $15 million exemption effective January 1, 2026, indexed for inflation going forward. This legislative change comes with no expiration date. How did we get here?
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