Will the 2026 estate tax cliff cost you millions? Learn how to protect your assets now.
Gilfix Law explains crucial changes in estate tax laws and special needs planning that could significantly impact your family’s financial future. This video covers:
• The upcoming estate tax exemption reduction in 2026
• How to utilize the current $13.61 million per person exemption before it’s too late
• Special needs planning essentials, including ABLE accounts and Care Courts
• Prop 19 implications for California real estate owners
• The importance of comprehensive estate planning
Don’t let the 2026 estate tax cliff catch you off guard. If you’re a California resident with a net worth over $5 million (single) or $10 million (couple), you need to act now.
#ableaccounts #healthcareproxy #estateplanningdocuments #trustadministration #specialneedsattorney
CHAPTERS:
00:00 – Recent Changes in Law
01:18 – Care Courts Overview
02:45 – MG v. MHRC Case Analysis
03:16 – Estate and Gift Taxes Explained
05:55 – Special Needs Planning Checklist
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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