Editorial correction (August 2026): This episode was produced before the One Big Beautiful Bill Act (P.L. 119-21, signed July 4, 2025) was reflected in our source material. The 2026 estate tax “sunset” described in the audio did not happen — it was repealed. The federal estate and gift tax exemption is now permanent at $15 million per person ($30 million per married couple), indexed for inflation. There is no scheduled reversion to $7 million and no deadline to act. Please disregard the urgency framing in the recording; the written summary below has been corrected.
This episode covers estate planning considerations for families with $3 million or more. Note the correction above: the “looming 2026 sunset” the episode is built around was repealed, and the exemption is permanent at $15 million per person.
The underlying material still holds — gifting strategies, trusts, and other wealth management strategies are worth understanding. They simply are not time-boxed by the deadline described in the recording, and most families in this range are now well under the federal threshold.
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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