Surprises Making the most of surprises is a great reason to work with us. 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. What's New for Social Security? There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement. Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.