Wondering how the 2024 Election could transform your estate plan and impact your financial future? Dive into our comprehensive guide, where we unravel the complexities of potential election outcomes, new tax laws, and their profound effects on estate and gift taxes. Amidst California’s fluctuating real estate market and the controversial Prop 19, understanding these changes is crucial for protecting your assets from estate and property taxes. This video sheds light on the critical steps you need to consider for robust estate planning, whether you’re navigating California real estate, aiming to minimize property taxes, or seeking effective estate planning strategies.
Discover why relying on voters or Congress for beneficial changes is a gamble, and why a proactive approach in building your own ‘family office’—with expert legal, financial, and tax advice—is vital. Gilfix Law emphasizes the importance of not treating estate planning as a one-off task but as an ongoing process that necessitates a team of trusted advisors. Whether you’re concerned about Prop 19’s implications, estate taxes, or simply want to ensure your estate plan is up-to-date, we’ve got you covered with actionable advice and strategic insights.
CHAPTERS:
0:00 – 2024 Election Implications
2:05 – Estate Planning Steps 2024
8:48 – Contacting Gilfix & La Poll
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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