Strategies to Minimize Taxation
Trusts & Estates Weekly - The WAY to WOW Shows
The estate tax exemption will drop by perhaps 50% if it is not extended after December 31, 2025. This year it is $13.61 million ($27.22 million for a married couple) and is projected to increase to $13.99/$27.98 million in 2025.
The number of estates subject to federal estate taxes is projected to more than double. I discuss five approaches for minimizing the impact.
Now is the time to engage with your advisors and make decisions about how you will deal with these changes.
Join the conversation every Monday at 10:00 a.m. PT/1:00 p.m. ET on our YouTube channel, / @thewaytowow or your favorite social media.
Host Kevin Bemel has spent over 30 years in business and 16 years in the United States Navy, including 10 years coaching and mentoring job-hunters and entrepreneurs. He has CA Professional Fiduciary License #1341 and CA Real Estate Salesperson License #00876185.
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