Tony explains how the new law makes the $30 million estate tax exemption permanent (for married couples), what that means for step-up in basis, and why many existing estate plans may now be outdated.
You’ll learn:
- How the new $15 million per-person exemption affects estate planning
- The trade-off between avoiding estate tax and keeping a step-up in basis
- Why now is the time to review your will and trust documents
- How higher-net-worth families can use trusts to reduce future tax exposure
- If your estate plan was created before this change—or relies on older tax thresholds—it’s time to revisit it with your attorney.
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By: Cohen Pollock Merlin Turner
Title: The “Big Beautiful Bill”: What It Means for Estate Tax and Step-Up in Basis
Sourced From: www.youtube.com/watch?v=_-qXO8ikTrQ
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