The $15 million window is open.
What's your next move?
Whether you're starting an estate plan, updating one, or weighing the new exemption, it helps to understand how the estate tax works first.
Fastest to Results
Talk to a Strategist
30 minutes with Terrence or BiG Al. Talk through how the federal estate tax and the new $15M exemption work. For anything about drafting or choosing legal documents, talk with an estate-planning attorney.
✓ How the new $15M exemption works, and how a couple reaches $30M
✓ How ILITs, gifting and dynasty trusts are taxed
✓ Free. No obligation. If it doesn't fit, we'll say so.
Book a Free Call →
Next available: usually within 48 hours
Start Here
Read the Full Guide
The complete estate planning playbook for 2026: what the One Big Beautiful Bill Act changed, four strategies to use the $15M window, and how the Digital eState Plan works.
✓ OBBBA changes explained in plain English
✓ ILIT, gifting, dynasty trust, and digital eState plan breakdown
✓ "When was the last time you looked at your estate plan?" self-assessment
Read the Guide →
10-minute read
Two Enrolled Agents, one system, every move tied to the law
Every move in your plan names the section of the Internal Revenue Code behind it and the form it lands on. Your CPA can file it, and you can check it.
Terrence O. Taylor, EA, MBA (Harvard Business School) & Al Darnell, Jr (BiG Al), EA, MBA · Enrolled Agents, the highest credential the IRS awards, with unlimited rights to represent taxpayers before the IRS · Terrence: licensed insurance producer in 27 states and the District of Columbia