What You Need to Know About the 2026 Estate Tax Exemption Reduction

The upcoming reduction in the estate tax exemption in 2026 could have a significant impact on the wealth you plan to pass on to future generations.

This video highlights key strategies—like leveraging Dynasty Trusts and recapitalizing business shares—that can help business owners navigate these changes effectively. Now is the time to explore proactive steps to protect your legacy and minimize future tax burdens.