Get together with like-minded individuals in our Impactful Inheritance community to discuss planning, preservation, and protection of wealth. Join our community today and start making a difference for future generations. 30 day free trial at the following link: [ Ссылка ]
Our national estate planning law firm website: [ Ссылка ]
To request a no-cost zoom estate planning design meeting: [ Ссылка ]
0:00 New Gift and Estate Tax Exclusion Amounts
0:20 2024 Estate Tax Exclusion Amount
1:24 Federal Gift Tax
1:44 Income Tax for Estates and Trusts
2:25 Planning with a Large Estate
4:54 Common Confusion Around the $18,000 Gift Tax Limit
6:58 The Gift and Estate Tax is Unified
7:39 Income Tax for Estates and Trusts
9:05 Non-Tax Estate Planning Issues
9:16 Do You Want to Avoid Probate?
10:08 Making Your Children's Inheritance Divorce-Proof
11:09 Your Estate Distribution Schedule
12:16 Key Numbers: $18,000 and $13.61M
12:40 Zoom with Me
