Starting January 1, 2026, the federal basic exclusion amount—the amount an individual can transfer without incurring a transfer tax during their lifetime and at death—will be reduced to approximately half of its current value. This change will impact many families, making it essential to seek legal advice to develop effective strategies for moving forward.
Dawn Hall Cunneen discussed this change and how to prepare with Roy Robertson on KUSI’s Good Business San Diego. You can watch the live interview here: KUSI Good Business San Diego
