Estate Planning Made Simple: Big Tax Changes You Should Know

The 2025 gift & estate tax exemption is now nearly $15 million — a big opportunity to protect your assets and pass on wealth without estate taxes.

Video transcription:

Okay, let’s talk estate planning — because I know, it sounds dry, but this could mean real peace of mind for your family.

The gift and estate tax exemption just got bumped up to nearly $15 million — I know most of us don’t have more than $15 million (I wish I did!) so that means we can gift or pass on our estates without our beneficiaries paying any estate taxes.

If you’re thinking about helping your kids with school, giving to your church, or just passing along wealth without triggering huge taxes, this gives us the clarity to plan. And listen, you don’t have to have millions in the bank for this to matter.

Everyone with a home or other assets should start planning today to help protect the people you love tomorrow. If legacy planning’s been sitting on your “someday” list — let’s knock it out.

I can help you create a complete estate plan with wills, trusts, and powers of attorney - no stuffy lawyer’s office required!

Send me a DM for more info!