Full Episode:

Just The Answer:

If Congress doesn’t act, the 2025 tax sunset could bring higher income taxes, lower deductions, and a significant reduction in estate tax exemptions. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the ripple effects this could have on high-income earners, retirees, and families with growing estates.

They also share practical tools to prepare—like using life insurance in estate planning, reviewing your gifting strategies, and considering Roth conversions while today’s tax rates are still in place.