📣 Attention to all looking into estate planning! As a seasoned Wealth Strategist and Accredited Estate Planner (AEP), I’ve noticed a concerning trend: ‘estate planning paralysis’. With estate tax changes looming for 2026 and the exemption set to decrease significantly, many are hesitating.

Remember the 2020 rush? It’s crucial not to delay. Consider segmenting your planning, especially life insurance, to manage risks and costs. Estate planning is more than just assets; it’s about legacy. Let’s navigate this together. Reach out for guidance. 📈💼🔍

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