Estate Planning Attorney in Phoenix, Arizona

What are the estate taxes for the average client?

More In This Category

View Transcript

so one estate planning myth that a lot
of clients will come in and ask us about
our estate taxes we hear a lot of people
concerned about paying money to the
government when they die currently in
2025 the estate tax exemption the
lifetime exemption is1 13,
990,000 it’s very high that is set under
current law to Sunset but we’re still
looking at about 7 and a half million
for 2026 and Beyond absent some sort of
action from Congress most people that
come into our office are not paying
estate taxes and so that’s one myth is
that you’re going to have to pay estate
taxes when you pass uh or that your your
beneficiaries are going to have to and
so that’s something that we’re able to
Cal our clients down about and talk
through the the mechanics of estate
taxes and what is is reality

Phoenix, AZ estates & probate attorney Anya Witmer talks about the average client’s estate taxes. She shares that one common estate planning myth that many clients raise involves estate taxes. She often hears concerns about the possibility of paying money to the government upon death. As of 2025, the lifetime estate tax exemption is $13,990,000—a very high threshold. Although this exemption is set under current law to eventually sunset, projections suggest it will remain around $7.5 million for 2026 and beyond, absent any legislative changes by Congress. In practice, most clients who come to her office are not subject to estate taxes. She emphasizes that it is a misconception that individuals or their beneficiaries will automatically owe estate taxes. She takes the time to reassure clients and explain the mechanics of estate taxes, providing clarity on what is actually likely to occur.

More Videos From This Lawyer