Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. 3 Tips to Plan Your Exit Strategy Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board When Markets React When markets shift, experienced investors stick to their strategy.