2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan

The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half from its present level. Are you and your estate plan prepared? In this informative webinar, Jim and Certified Financial Planners Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they right for? What are some common pitfalls to avoid? This webinar will help answer these questions and more!