Entrepreneur Aligned: Navigating the 2025 Estate Tax Shift

Join host Jarrod Musick on Entrepreneur Aligned as he breaks down the upcoming changes to federal estate tax law set to take effect at the end of 2025. In this episode, Jarrod explains how these changes—halving the current estate tax exemption—may impact business owners and their families, even if they aren't feeling the effects now. Learn about key strategies to preserve your assets and minimize tax burdens, from spousal lifetime access trusts to life insurance trusts, and more. This episode is a must-listen for entrepreneurs planning to pass down wealth, protect family-owned businesses, and make informed financial decisions across generations.

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ABOUT JARROD

Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.

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DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.