Beyond the Sunset: What Happens in 2026?

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

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Don't Let the Sun Set on Today's Planning Opportunities: Shifting Estate and Gift Tax Obligations