Steinhandler Wealth50+ years of wealth preservation
The current estate tax exemption is historically high — but it's set to drop by roughly half. If you haven't planned your gifting strategy yet, the clock is ticking.
Your estimated estate value and how you want to pass it on
Find out what your heirs could owe under current and sunset rules
See how strategic gifts today reduce your taxable estate over time
The 2017 Tax Cuts and Jobs Act doubled the estate tax exemption. But unless Congress acts, it reverts after 2025. Families who plan ahead could save their heirs millions.
Perry has spent the last forty years turning his clients from strangers into family. With a focus on conservative-money strategies, Perry helps his clients create income streams to see them to and through their retirement years. He's always looking ahead to ensure his work benefits future generations.
Schedule a Conversation →Perry Steinhandler helps clients protect their legacy with tax-efficient gifting and estate strategies — before the rules change.
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