Are you concerned about how estate taxes might impact your family’s future? Discover the estate tax secrets that can help you legally avoid the hefty 40% rate in this insightful video. With current estate tax laws allowing an exemption of $13.61 million per person, many are spared, but understanding the nuances is crucial. Explore the complexities of estate planning, including Prop 19’s impact on California real estate and property taxes, and learn how to leverage strategies like annual gift exclusions and stepped-up basis to your advantage.
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CHAPTERS:
00:00 – Estate Tax Planning
00:25 – Annual Exclusion Limits
00:43 – Cost Basis and Step Up Rules
01:18 – Prop 19 Implications
01:46 – Income Taxes Overview
01:58 – Current Estate Tax Laws Update
02:26 – Contact Us for Questions
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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