Securing Your Estate Before the 2026 Changes

The Current Federal Estate Tax Laws are scheduled to "Sunset" on December 31, 2025, dropping the exemption for Federal Estate Taxes to $5 million (in 2012 dollars). Our Managing Shareholder, Anne E. Rosenthal, recently sat down with Kelly Brothers to discuss planning for Sunset.

This episode is an essential listen as Anne illuminates the stark realities of the forthcoming Estate Tax exemptions slated for 2026. With the threshold set to drop, more families are poised to experience significant financial impacts. Tax planning seems like a daunting task, but she breaks down the process with precision and clarity.

Anne's insights on navigating the tax landscape in light of the 2025 amendments are invaluable. She also delves into the specific challenges faced by those in second marriages, ensuring that all loved ones are provided for without unintended oversights, like outdated beneficiary designations that can lead to ex-spouses accidentally inheriting assets. Finally, Anne addresses a more somber topic—the financial exploitation of the vulnerable.

With a practical approach, she provides listeners with strategies for maximizing exemptions and deftly managing asset transfers before the Estate Tax changes take effect. Anne Rosenthal's expertise in Estate Tax Law makes this a necessary episode if the law impacts you or your loved ones. Providing a comprehensive guidebook to safeguard your legacy in these unpredictable times is absolutely necessary. 

Listen on Apple Podcasts:

https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850?i=1000645555186

Very truly yours,

DROBNY LAW OFFICES, INC.

A Professional Corporation

/s/

MARK S. DROBNY

Founder / CEO

This testimonial or endorsement does not constitute a guarantee, warranty or prediction regarding the outcome of your legal matter.