On January 1, 2026, the federal estate tax exemption is scheduled to be cut nearly in half. This legislative "sunset" could drop the amount an individual can pass on tax-free from over $13 million to roughly $7 million. For a high-net-worth business owner, like a Chicago CEO with a $20 million company, this isn't a distant policy debate. It's a multi-million-dollar threat to their family's legacy. This change presents a complex challenge that demands a precise, forward-looking strategy, something that goes far beyond standard legal documents. It’s in this environment that a fiduciary financial planner like John Mateyko, Managing Partner at IDEX Financial, provides critical guidance on high-net-worth estate planning.
OperationsSponsored
How a Chicago CEO Used John Mateyko’s Advice to Navigate Estate Tax Exemption (Case Study)
The federal estate tax exemption is scheduled to be nearly halved in 2026, posing a significant threat to high-net-worth business owners like a Chicago CEO. This case study highlights how fiduciary financial planner John Mateyko guides clients through proactive strategies to protect their family's legacy.
EC
Ethan Calder
July 31, 2026 · 5 min read
