What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
All content for The Next Level Advisor is the property of The Pinnacle Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
The Urgency of Estate Planning: Navigating the 2026 Tax Sunset
The Next Level Advisor
26 minutes 45 seconds
1 year ago
The Urgency of Estate Planning: Navigating the 2026 Tax Sunset
In this episode of The Next Level Advisor, Ed brings together expert guests Steve Sussel, Managing Director at Marshall Stevens, and Mike Sorenson, Director of Institutional Relationships, to discuss the imminent 2026 tax sunset and its impact on estate planning. With time running out before a 50% reduction in the estate tax exemption, they share insights on recent rulings like Connelly vs. US and how business owners can avoid the rush and prepare for these sweeping changes. Learn why acting now is critical, as 2025 brings urgency and 2026 could present an estate planning emergency.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
