The Tax Cuts and Jobs Act of 2017 provided a rare and invaluable map to affluent families and their advisors in the form of locking in the federal estate and gift tax exemption for eight years. How could a sunset to the exemption amount impact affluent families, and what can be done to plan for changes today?

Forbes Article: Using the Federal Estate, Gift Tax Exemption Before it Sunsets.
November 8, 2023
