Legacy Moves: How the New Estate Tax Update Protects Your Business

Why the Estate Tax Exemption Increase is a Gamechanger for CEOs Planning to Pass It On

You didn’t build your business to hustle forever. You built it to matter.

To build a legacy.

Under the One Big ‘B’ Bill, the federal estate tax exemption increased to $15 million per individual, and $30 million for married couples.

That’s not just a tax adjustment. That’s a generational opportunity.

If your business is family-owned—or if you’re planning to pass on assets, equity, or real estate—this change gives you more room to transfer wealth without Uncle Sam taking a big cut.

As The CEO’s Fractional COO, I guide my clients through not just scale—but succession. Because systems and structure are what make a business transferable.

This new exemption allows you to: - Create more aggressive generational wealth plans - Protect business assets during transitions - Reduce tax exposure during sales or inheritance events

But here’s the truth: the IRS doesn’t plan your legacy. You do.

If you want your business to serve your children, community, or cause—now is the time to structure for that outcome.

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