Unlock the secrets of estate tax planning before it’s too late! With the looming 2025 deadline, understanding how to save millions with effective strategies is crucial. This video delves into essential estate tax secrets that can safeguard your assets and legacy. Gilfix Law shares insights on powerful tools like the Spousal Lifetime Access Trust (SLAT), Family Protection Trusts, and more, offering a unique perspective on how to maximize your estate’s value while minimizing taxes. Learn the impact of Prop 19 on California real estate and property taxes, and explore sophisticated methods like charitable remainder trusts and life insurance trusts.
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CHAPTERS:
00:00 – Intro
00:40 – Estate Tax Planning Investment Benefits
03:50 – Spousal Lifetime Access Trust (SLAT) Explained
07:29 – Discounting in Estate Tax Planning
09:03 – Effective Estate Planning Strategies
10:25 – Contact Gilfix & La Poll
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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