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Are you sitting on an estate worth between $7 and $28 million? Then the clock is ticking — and 2026 could cost your family millions.
The estate tax exemption is currently $13.99 million per individual, but under current law, it sunsets on December 31, 2026, dropping to roughly $7 million overnight. For married couples, that’s a combined exemption shrinking from nearly $28 million to $14 million. The financial planning window to act is narrowing fast.
In this episode, we break down exactly what this exemption cliff means for your wealth management strategy, which tools and trust structures may help protect your assets before the deadline, and why working with a fee-based, fiduciary advisor now — not later — could make a defining difference for your legacy.
Don’t wait for Congress to decide your family’s financial future.
Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice.
This episode was generated using Google NotebookLM Audio Overview — an AI-powered conversational podcast format grounded in source documents.
For educational purposes only. Not investment advice. Davies Wealth Management is a fee-based fiduciary registered investment advisor in Stuart, Florida. TDWealth.net
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