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Estate Tax Exemption Sunset 2026 - Christine Matus

From Matus Law Group – "Estate Tax Exemption Sunset 2026" delves into the impending reduction of the federal estate tax exemption scheduled for 2026 and its implications for estate planning.

The Tax Cuts and Jobs Act of 2017 significantly increased the federal estate tax exemption, allowing individuals to transfer substantial wealth without incurring federal estate taxes. However, this elevated exemption is set to expire at the end of 2025, reverting to pre-2018 levels adjusted for inflation. This reversion could subject a larger portion of estates to federal taxation, making proactive…

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