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The federal estate and gift tax exemption is now permanent at $15 million per individual ($30 million per married couple), effective 2026 and indexed for inflation. The One Big Beautiful Bill Act, signed in July 2025, repealed the previously scheduled TCJA sunset, so the exemption reduction that had been anticipated will not occur. For Florida residents, this is a meaningful development worth understanding as part of broader estate and financial planning. In this episode, we walk through seven estate planning strategies—covering wealth transfer techniques, fiduciary considerations, and how a permanent exemption landscape affects your overall approach. Whether you’re building your retirement strategy or refining your financial planning approach, understanding how estate tax rules fit into your long-term picture is worthwhile. 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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