Ep 382. Taking Advantage of Today's High Estate Tax Exemptions

Today, David is joined by financial advisor Mike Schudel to discuss why the current tax environment may be one of the most powerful opportunities for estate planning in decades. They discuss how today’s historically high estate tax exemptions could change in the future—and why waiting to plan could cost families significantly. The conversation also covers practical strategies to help protect wealth, reduce taxes, and ensure assets are passed on exactly how you intend.