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Beyond the Sunset: What Happens in 2026?

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Manage episode 436689663 series 2802218
内容由Crump Life Insurance Services提供。所有播客内容(包括剧集、图形和播客描述)均由 Crump Life Insurance Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost half that amount. In this episode, our guests explore the implications and offer solutions and planning strategies.
Joining us:
Carma McCallie, J.D., Vice President, Advanced Sales, Crump
Clark Smith, Vice President of Sales, Truist Life Insurance Services
Read more +
Don't Let the Sun Set on Today's Planning Opportunities: Shifting Estate and Gift Tax Obligations

  continue reading

44集单集

Artwork
icon分享
 
Manage episode 436689663 series 2802218
内容由Crump Life Insurance Services提供。所有播客内容(包括剧集、图形和播客描述)均由 Crump Life Insurance Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost half that amount. In this episode, our guests explore the implications and offer solutions and planning strategies.
Joining us:
Carma McCallie, J.D., Vice President, Advanced Sales, Crump
Clark Smith, Vice President of Sales, Truist Life Insurance Services
Read more +
Don't Let the Sun Set on Today's Planning Opportunities: Shifting Estate and Gift Tax Obligations

  continue reading

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