Estate taxes can take a huge bite out of the legacy you leave behind. But with the right planning, you can minimize taxes and maximize what you pass on to your loved ones. In this info-packed episode of A Will & A Way, Attorneys Alexandra Jackson and Kristian Terison deliver the ultimate guide to mastering estate taxes.

Learn how federal and state estate taxes work, including recent changes to exemptions and what may be on the horizon. Discover smart strategies to reduce taxes, like annual gifting and using trusts. Find out how to match assets to beneficiaries to avoid situations where inheritance taxes diminish a gift. Get key tips on retirement accounts, charitable giving, and planning for real estate. Whether you have a modest estate or millions in assets, this episode provides essential knowledge to cut taxes and build the legacy you desire.

Don't leave your estate vulnerable to taxes and lost value. Tune in now to master estate taxes and take control of your legacy!

Other subjects we covered on the show:

• Avoiding common estate planning mistakes that trigger extra taxes.
• Tax implications of leaving assets to heirs in different states or countries.
• Maximizing annual gift tax exclusions.
• Using estate tax exemptions to make gifts now before they expire.
• Impact of recent changes to retirement account rules.
• Strategies for charitable trusts.

AND MORE TOPICS COVERED IN THE FULL INTERVIEW!!! You can check that out and subscribe!

If you want to know more about Attorney Alexandra Jackson, you may reach out to her at:

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