In 2021, the estate tax exemption is $11.7 million.
That means you can leave your descendants up $11.7 million, without needing to pay a cent of estate tax. (Anything above the threshold is taxed at 40%.)
But that’s changing… in 2026. Then, you can only exempt around $6 million before the 40% estate tax kicks in.
And there is also a new sense of urgency that accompanied the Biden administration. Besides personal and corporate taxes, no doubt they will try to tackle the estate tax, too. After all, it doesn’t even strike most people as a tax… just as a way to fix an “unfair” advantage of the rich.
The exemption amount will likely go FAR below the $6 million mark, and FAR sooner than 2026. At the same time, the estate tax rate could increase to 50% or more.
After this happens, a whole lot more people will dole out roughly half of what they earned over their lifetime to Uncle Sam when they pass away.
You might be one of them.
But there is still time to act. In this report, we’ll show you how proper estate planning will help you pass assets to your kids and grandkids tax-free while you’re still alive.
And even if you don’t boast millions of dollars of assets today, you may do so in the future. So, appropriate estate planning is still important. As with all of our solutions, there’s little downside and a huge upside.
When it comes to a solid, formidable Plan B, estate planning is just as important as obtaining a second residency or diversifying your assets.
Learn how to start today, before things change.
That means you can leave your descendants up $11.7 million, without needing to pay a cent of estate tax. (Anything above the threshold is taxed at 40%.)
But that’s changing… in 2026. Then, you can only exempt around $6 million before the 40% estate tax kicks in.
And there is also a new sense of urgency that accompanied the Biden administration. Besides personal and corporate taxes, no doubt they will try to tackle the estate tax, too. After all, it doesn’t even strike most people as a tax… just as a way to fix an “unfair” advantage of the rich.
The exemption amount will likely go FAR below the $6 million mark, and FAR sooner than 2026. At the same time, the estate tax rate could increase to 50% or more.
After this happens, a whole lot more people will dole out roughly half of what they earned over their lifetime to Uncle Sam when they pass away.
You might be one of them.
But there is still time to act. In this report, we’ll show you how proper estate planning will help you pass assets to your kids and grandkids tax-free while you’re still alive.
And even if you don’t boast millions of dollars of assets today, you may do so in the future. So, appropriate estate planning is still important. As with all of our solutions, there’s little downside and a huge upside.
When it comes to a solid, formidable Plan B, estate planning is just as important as obtaining a second residency or diversifying your assets.
Learn how to start today, before things change.
In 2021, the estate tax exemption is $11.7 million. That means you can leave your descendants up $11.7 million, without needing to pay a cent of estate tax. (Anything above the threshold is taxed at 40%.) But that’s changing… in 2026. Then, you can only exempt around $6 million before the 40% estate tax kicks…
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