This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you're taking action already.
When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities of wealth protection. This episode is an essential listen as Anne illuminates the stark realities of the forthcoming estate tax exemptions slated for 2026. With the threshold set to drop, more families—and not just those in high-value states like California—are poised to experience significant financial impacts.
Tax planning seems like a daunting task, but she'll break down the process with precision and clarity. She underscores the critical nature of proactive steps, such as securing powers of attorney and healthcare directives once you hit adulthood. The advice doesn't stop there; whether you're starting a family or running a family business, Anne's insights on navigating the tax landscape in light of the 2025 amendments are invaluable. She also delves into the specific challenges faced by those in second marriages, ensuring that all loved ones are provided for without unintended oversights, like outdated beneficiary designations that can lead to ex-spouses accidentally inheriting assets.
Finally, Anne addresses a more somber topic—the financial exploitation of the vulnerable. She champions the role of fiduciaries to protect those who may not be able to protect themselves and cautions listeners on the importance of making these decisions early. With a practical approach, she provides listeners with strategies for maximizing exemptions and deftly managing asset transfers before the estate tax changes take effect. Anne Rosenthal's expertise in estate tax law is a necessary episode if the law impacts you or your loved ones. Providing a comprehensive guidebook to safeguard your legacy in these unpredictable times is absolutely necessary.
For more information about Drobny Law visit: www.drobnylaw.com or call 916-419-2100
For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/