With the $15 million per-person estate exemption confirmed in effect for 2026, wealthy families are funding dynasty trusts and SLATs this year rather than waiting, even without the old deadline pressure.
Northwestern Mutual's 2026 Planning & Progress Study found the self-reported retirement number keeps climbing, and the gap is even wider for savers who hold most of their nest egg in pretax accounts.
news.northwesternmutual.com
We have no commercial relationship with this firm, and a listing here is not a recommendation. General information, not tax, legal or investment advice.
