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The Sunset of the Federal Estate Tax Exemption: Use It or Lose It

Prepared by:
LPL Financial
Date:
October 13, 2024
Classification
Minimizing Tax Impact · Article
A professional comparing a printed report with information on a laptop.

This archived article discusses the federal estate tax exemption’s scheduled 2025 sunset and related estate-planning considerations.

Historical insight — Originally published October 13, 2024. Preserved as historical content; information may have changed.

This exemption is scheduled to expire on December 31, 2025, unless Congress acts to extend it or make it permanent. If no action is taken, the exemption amount will revert to its pre-TCJA level of $5.6 million per individual, adjusted for inflation from 2017.

  • Current IRS estate tax filing thresholds

Disclosures:

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

This material was prepared by LPL Financial, LLC.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Tracking #527858

Content Attribution

Prepared by:
LPL Financial
Published by:
CG Financial Services

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