Are you prepared for the potential impact of estate tax changes? In “Estate Tax Truth: Act NOW Before It’s Too Late,” Gilfix Law delves into the critical aspects of estate planning and property tax laws that could affect your assets, especially in California. This video unravels the complexities of Prop 19 and the implications of future legislative changes, focusing on protecting your wealth and maintaining control over your estate.
Learn the non-negotiable steps you should take to safeguard your assets against drastic tax hikes and legislative shifts. Discover strategies like the spousal lifetime access trust (SLAT) and LLC structuring, tailored to help you minimize estate tax exposure while maintaining control and income.
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CHAPTERS:
00:00 – Intro
00:49 – Kamala Harris’s Tax Proposals
07:15 – Donald Trump’s Tax Proposals
08:21 – Scenario 1: GOP Sweeps
15:57 – Prop 33 Overview
18:30 – Prop 19 Analysis
22:05 – How to Fix Tax Issues
25:53 – Protecting Family Assets
28:01 – Immediate Actions to Take
29:55 – Spousal Lifetime Access Trust (SLAT)
33:37 – LLC Discounting Strategies
36:34 – Hope is Not a Strategy
37:12 – Control What You Can Control
38:36 – Share This with Your Family
38:58 – Outro
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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