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Couple Sells Malibu Home to Navigate Estate Tax Changes

4/3/2026

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Summary

Story summary

The One Big Beautiful Bill Act raises the estate tax exemption to $15 million, prompting wealthy parents to gift assets before exemption drops.
Some parents regret these transfers after divorce as they seek to reclaim assets.
Advisors suggest loans from trusts, but these could draw IRS scrutiny and reduce savings.
A couple plans to sell their Malibu home valued at $17 million to regain financial security while navigating tax implications.

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Story summary

The One Big Beautiful Bill Act raises the estate tax exemption to $15 million, prompting wealthy parents to gift assets before exemption drops.
Some parents regret these transfers after divorce as they seek to reclaim assets.
Advisors suggest loans from trusts, but these could draw IRS scrutiny and reduce savings.
A couple plans to sell their Malibu home valued at $17 million to regain financial security while navigating tax implications.