MD Money Minute
Historic estate tax changes are coming at the end of 2025 that impacts people with significant wealth. Today’s historically high estate and gift tax exemptions are set to roughly half at the end of 2025. While it may feel like the distant future, it’s closer than you think.
This short video features Kelli Stiles, Vice President, Sophisticated Planning Strategies, discussing what the TCJA is and how its sunset will affect consumers, who will be most affected by it, the estate tax exemption, how to prepare, and why it's so important to act now.