The 2024 elections are around the corner. The decisions made this year will directly affect every American family. Are you prepared for the potential changes? In this highly anticipated and timely webinar, acclaimed attorneys Michael Gilfix and Mark Gilfix break down the critical issues shaping the election and, most importantly, what you need to do right now to protect your family’s wealth and future.
This is your opportunity to stay ahead of the curve. You’ll learn how the election could impact estate taxes, your home, and the financial security of your loved ones—without any political bias. Just the facts, so you can take action.
Key Topics We Cover:
– Massively Impactful Proposals: Estate and gift tax plans from major candidates like Kamala Harris and Donald Trump.
– Party Perspectives: The differences between Democratic and Republican tax strategies.
– Scenario Planning: What various election outcomes likely mean for your estate planning—and your family’s financial future.
– 2026 Estate Tax Cliff ALERT: Why a potentially massive estate tax hike could come even sooner—by the end of 2024!
– Critical California Initiatives: State propositions that could directly affect your family home, including potential rent control measures.
– Essential Action Steps: The critical moves you need to make now to safeguard your assets no matter what happens in the election.
– This exclusive webinar will fill up fast—and space is limited! Ensure your family is prepared for any outcome. Join us on Zoom and learn the steps to take now to protect your hard-earned legacy.
Webinar presented on Wednesday, September 25, 2024
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
0:00 Intro
1:54 Key Points to Remember
4:13 2024 Elections and What you NEED to Know
5:48 About Our Firm
7:15 Highlights of Current Tax Laws
10:36 2024 Elections: Key Tax Proposals from Harris and Trump
10:50 Kamala Harris: Key Proposals
14:29 Donald Trump: Kep Proposals
15:44 2024 Elections: Scenario Planning for 3 Possible Outcomes
17:06 Scenario 1: GOP Sweep
18:50 Scenario 2: DEM Sweep
21:29 Scenario 3: Split
22:51 Actions to Take
24:23 California’s Proposition 33 – Expanding Rent Control
26:40 California’s Proposition 19 – NOT on the Ballot
31:22 Prop 19 – What’s at Stake? An Example
32:56 Preserving Low Property Taxes in the Age of Prop 19 – We Can Help!
34:27 Things you can do to protect your family, preserve your hard-earned legacy
34:37 We wrote a book on this! Beat Estate Tax Forever
35:07 Reframe: Estate Tax Planning as an Extraordinary Investment
36:27 Steps You Should Take
38:32 SLAT (Spousal Lifetime Access Trust) and Shawshank Redemption
42:15 LLC: Give away Assets, Keep Control and Income
43:50 Other Strategies to Save $Millions
47:56 How to Stay in Touch with us
48:22 Take Action: Gilfix & La Poll Associates – Set a Meeting Today
50:00 Questions Answered
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