Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series!
With the “One Big Beautiful Bill Act” shaking up exemption limits and gifting rules, now is the time to make sure your estate plan is airtight before 2026 arrives. The duo unpacks what the new $15 million lifetime exclusion really means, how annual gifts work (and when you need to file a gift tax return), and the often-overlooked details, like titling accounts correctly, that can make or break your plan.
They also share real client stories, explain why reviewing your trust and power of attorney matters more than ever, and highlight smart charitable giving strategies like donor-advised funds and charitable trusts.
If your estate plan hasn’t been reviewed in the last few years, or if you’re not sure how the new law affects you, this episode will give you clarity, confidence, and a few laughs along the way.
🎧 Tune in to get savvy, stay protected, and prepare your wealth for what’s ahead.
Date Recorded: 10/16/25
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