The 2026 Legacy Guard: Protecting Wealth Through the Estate Exemption Cliff
Your empire was built to last generations, but the 2026 tax sunset threatens to cut the line. With lifetime estate exemptions scheduled to drop by nearly half and top individual brackets climbing, the window for tax-efficient wealth transfer is closing. At Zen Money, we help founders move beyond simple succession and into Succession Logic—architecting the legal and financial structures that ensure your family’s legacy remains an asset, not a liability.
