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The clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 estate tax exemption sunset and why it demands immediate attention. Right now, married couples can transfer up to $27.98 million free of federal estate tax. On January 1, 2027, that number drops to roughly half. This isn't speculation — it's a scheduled legislative event with real consequences for families whose estates exceed $7 million. We walk through the key wealth management and financial planning strategies available today, including gifting techniques and trust structures that can help you lock in today's higher exemption before it disappears forever. Our fee-based, fiduciary approach means we're always working in your best interest — not earning commissions. Don't let a deadline decide your legacy. Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice.
📖 Full show notes: https://tdwealth.net/estate-tax-deadline-protect-millions-before-2026-exemption-expires/
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Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal professionals prior to taking any action.
