Estate Planning in 2026: What Families Really Need to Know 

It’s now 2026 and the estate and gift tax exemption remains near $15 million. So what should families actually be doing now?

In this episode, we discuss estate planning for families with practical tips for readiness, flexibility and smart decision‑making that applies regardless of exemption levels.

You’ll learn:

• Where the estate and gift tax landscape truly stands in 2026.
• Why complacency can be risky.
• Core estate planning documents every family should have.
• How to involve younger generations and loved ones in your planning process.

Don’t forget to like, subscribe and drop your questions in the comments for future episodes.

Future Focus: A Financial Strategies Podcast 

Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.  

Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more. 

Disclosures

This podcast is for information purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought. 

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.