10 Estate Planning Actions to Take NOW, Before the $14 Million Estate Tax Exemption Expires on 12/31/25
Written By:
The $14 million estate tax exemption is set to end December 31, 2025. This is a use-it-or-lose-it opportunity to minimize potential taxes on your future estate that sunsets in less than 18 months. And when this exemption does expire, barring an act of Congress, your estate tax exemption will drop to potentially $5 million.
Will you and your estate plan be ready?
Be prepared. Join Gallet Dreyer & Berkey, LLP’s Trusts & Estate Partner Asher Rubinstein and Best Times Financial Family & Business Wealth Advisor Ivy H. Menchel, CFP®, CBEC®, CDFA®, on Day/Date/Time, for this not-to-be-missed presentation that outlines the 10 key estate planning strategies to implement now to proactively preserve your estate, minimize taxable events, and ensure your heirs are provided for long term.
WHAT: 10 Estate Planning Actions to Do Now, Before the $14 Million Estate Tax Exemption Expires 12/31/25
WHEN: Date to be announced soon.
TIME:
WHERE: Zoom
Asher Rubinstein
Asher Rubinstein's practice focuses on domestic and international asset protection, wealth preservation, estate planning, tax planning, tax controversy, offshore tax compliance, and related litigation. Mr. Rubinstein is a recognized expert on offshore entities, foreign banking, and IRS compliance issues. Mr. Rubinstein also represents and advises wine, spirits, food, and restaurant clients.