Learn how the 2026 estate tax changes could impact you and strategies like portability and the IDGT to protect your assets. 👉 Book a Call at www.cunningham... for estate planning, tax planning, and for advanced estate planning strategies.
In this video, we dive into crucial estate tax planning topics. With the estate tax exemption set to sunset in 2026, the exclusion amount will be significantly reduced, impacting many. We'll explain the implications of this "death tax" change and how you can prepare. Discover how portability can benefit your estate and learn about the Intentionally Defective Grantor Trust (IDGT) as effective planning tools. Whether you're new to estate planning or updating your strategy, this video offers vital insights to navigate the upcoming changes and safeguard your assets.
👉 Book a Call at www.cunningham... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
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2 окт 2024
