Facing the looming estate tax deadline? Protect your assets now with expert insights from Gilfix Law! In this video, we delve into the intricacies of the estate or death tax, exploring where it stands today and its potential changes. Discover what the upcoming 2025 deadline means for your estate, especially if your assets exceed $7 million, and learn about the critical “use it or lose it” rule regarding lifetime gifts and exemptions. As estate tax laws are heavily influenced by political control, we’ll discuss possible scenarios based on future elections, including changes to Prop 19, California real estate, and property taxes. The video emphasizes the importance of strategic estate planning and offers key legal advice to protect your wealth. Remember, this video is educational and not a substitute for personalized legal consultation. Contact Gilfix Law to schedule an appointment for tailored advice and ensure your family’s financial future is secure. Don’t wait—start planning now!
CHAPTERS:
00:00 – Estate Tax Overview
01:22 – Upcoming Estate Tax Deadline
03:29 – Estate Tax Scenarios
05:20 – Pre-Deadline Action Steps
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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