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Why You Might Have an Estate Tax Issue Soon

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The Countdown Begins: Will Week Keep the $10 Million Exemption?

The Tax Cuts and Jobs Act significantly increased the federal estate tax exemption to $10 million adjusted for inflation. However, the countdown has begun for the potential sunset of this generous exemption by the end of 2025. Read more to learn about the history and potential future of the estate tax exemption.

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Case Study: How Concerned Should You Be About Estate Tax Issues?

If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Read more to explore estate planning and tax considerations you should be thinking about.

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If You Own Any of These, YouNeed to Watch Their Value

At the end of 2025, the $10 million, adjusted for inflation, estate tax exemption may revert to the pre-2017 exemption amount, cutting it almost in half. Read more to find out the accounts and property you need to pay close attention to.

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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.

You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.