Worried about the 2024 Estate Tax Changes and how it could impact your $27M+ legacy? Gilfix Law is here to guide you through the upcoming estate and gift tax alterations, ensuring your wealth is safeguarded for future generations. With critical deadlines looming, understanding these changes is more crucial than ever. Whether you’re nearing the exemption limit or significantly below it, this video dives deep into why these adjustments matter to you. From the increase in estate tax exemptions to strategic planning techniques such as SLATs and dynasty trusts, we cover essential steps to protect millions in assets. Moreover, we unravel the complexities of annual gift exemptions and the potential for a dramatic reduction in estate tax exemptions come 2026.
This comprehensive discussion is not just for those with high net worth; it’s vital for anyone owning property in appreciating markets or holding significant investments. Gilfix Law’s experts, including author Mike Gilfix, share invaluable insights on using discounting strategies, fractional share discounts, and how to leverage entities and trusts to maximize your estate’s value while minimizing tax exposure.
CHAPTERS:
0:00 – Estate and Gift Tax Updates 2023
1:40 – Impact of Estate Taxes on Your Finances
3:30 – Strategies to Reduce Estate Taxes
6:00 – Contact Information
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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