Trusts and Today's Estate Tax: Why Many Federal Employees May Need to Revisit Old Plans

Many federal employees set up trusts years ago to avoid estate taxes — but 2025’s higher exemption limits mean those plans may now work *against* you. In this video, we’ll explain:

* How the 2025 estate tax changes affect your plan
* Why “step-up in basis” is so important
* When to review or restate your trust
* Key tips for protecting your legacy and heirs Now’s the time to revisit old estate plans and ensure they still fit today’s tax laws.

#EstatePlanning #Trusts #FederalEmployees #EstateTax2025 #StepUpInBasis #TaxPlanning #legacyplanning

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By: Capital Financial Planners
Title: Trusts and Today''s Estate Tax: Why Many Federal Employees May Need to Revisit Old Plans
Sourced From: www.youtube.com/watch?v=3qeurxaLX2c


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