Join Toby Mathis and expert estate planning attorney John Anderson as they explore the winners and losers of tax planning under recent political shifts.
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This discussion dives into how the expiration of the Tax Cuts and Jobs Act impacts estate planning and tax strategies, especially with the looming 2025 exemption sunset.
Contact John
👉 estateplanning@andersonadvisors.com
Learn about popular tools like Spousal Lifetime Access Trusts (SLATs), their advantages, and potential pitfalls like losing the step-up in basis. Discover what steps you should consider taking now to maximize tax exemptions and protect your assets for future generations.
Don’t miss these invaluable insights for savvy estate and tax planning!
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Show Notes:
0:00 Intro
1:12 Trump Tax Cuts
3:33 Two Important Notes
6:45 Estate Planning Mistake
11:10 What Should We Be Doing?
14:00 Case Example
17:48 Charitable Giving
21:18 Final Notes
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CONTACT US
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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