Lindsey Paige Markus speaks on estate tax planning at the Financial Planning Association 2025 Annual Conference

Lindsey Paige Markus, shareholder and leader of Chuhak & Tecson, P.C.’s 25-attorney Estate Planning & Asset Protection practice, presented a timely and significant program titled ”Estate Tax Planning: The topic no one wants to address…but we can’t afford not to!” on September 26, to the Financial Planning Association’s 2025 Annual Conference at Morningstar, 22 W Washington Street, Chicago.  Markus addressed the importance of talking about the topic of estate tax planning with one’s family sooner rather than later. With rising asset values, changing tax laws, increasing complexity in wealth transfer and an Illinois exemption of only $4 million, proactive planning has never been more critical. Markus provided insights into minimizing tax exposure, leveraging gifting strategies and preparing for legislative changes. Often uncomfortable but essential to discuss, she stressed the realities of estate taxes and the need for strategic approaches to preserving wealth for future generations. She cautioned, though uncomfortable, silence can be costly!