Securing your legacy: Estate planning and gift tax exemption sunset

Lifetime estate and gift tax exemptions are changing — if you want to secure your financial legacy, the time to start planning is now.

Wipfli hosted a webinar to help you protect your assets ahead of the estate and gift tax exemption sunset. Listen in as our experienced tax team shares valuable insights into the potential tax implications for your estate and strategies to help you prepare for the future.

By watching the recording, you’ll learn more about:

• Why estate planning is essential and the heightened sense of urgency around the 2026 changes.
• How to navigate generational wealth transitions.
• How philanthropic goals can be incorporated into estate planning.
• The effectiveness of estate planning in differing net worth scenarios.

Watch today for guidance to help you minimize taxes on transferred wealth and make the most of your legacy planning.