The era of the generous estate tax exemption is nearing its end. The estate tax exemption will be cut in half on January 1st, 2026, reducing from approximately $14 million to $7 million, coupled with an increase in tax rates from 40% to 45%.

Potential threats looming over established planning techniques and shifting political dynamics aimed at closing loopholes for the wealthy signal an impending Estate Tax Apocalypse. As the current landscape of estate tax planning undergoes significant changes, it’s crucial to prepare for what lies ahead.

LSL Tax & Advisory Partner, Dave Myers, MST, CPA will host Senior Managing Partner Harry Barth of Barth Calderon Attorneys as he shares how to take proactive steps now, so you can secure a prosperous future for your family amidst the impending estate tax turmoil.

He’ll share how to prep your estate planning survival kit, including:

• Why it’s important to contact your estate planning attorney NOW to start planning.
• Steps to ensure your wealth is preserved for future generations.
• Updating your current estate plan to make sure it survives the road ahead.
• Utilizing the large exemptions, valuation discounts, trusts and techniques available today to make large gifts and transfers to heirs while the going is good.

The time is now. Don’t lose this historic opportunity to maintain wealth for your family.