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.