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Strategic Legacy Building: Advanced Strategies in Estate Planning
Manage episode 408185467 series 2954717
A tartalmat a Tammi Caress biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Tammi Caress vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones.
Key Points:
- Overview of estate and gift taxes, emphasizing thresholds for taxation at federal and state levels.
- Techniques discussed:
- Tax-free gifts up to $18,000 per individual annually.
- Direct payment of tuition and medical expenses to institutions.
- Charitable contributions and trusts for tax deductions and reducing estate tax burden.
- Irrevocable trusts such as charitable remainder trusts and grantor retained annuity trusts.
- Family limited partnerships to reduce estate tax through minority interest discounts.
Google review: https://g.page/r/CZ7knJUB7Sd8EB0/review
If you want written materials on the subject, please click on the link to our blog:
7 Advanced Estate Planning Strategies to Reduce Estate Taxes:
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