How To AVOID Millions in Estate Tax
Автор: Gilfix Law
Загружено: 2023-09-05
Просмотров: 128
Описание:
Explore the multifaceted world of estate tax planning and discover strategies that can potentially save your family millions of dollars. Dive into the benefits of irrevocable trusts, charitable remainder trusts, personal residence trusts, and more. Learn how charitable giving can be a win-win, not just for tax savings but also for leaving a lasting legacy. Whether you're high net worth or not, this video provides invaluable insights into estate tax planning tools that can be tailored to your unique situation.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
Time Codes:
00:00 - Introduction to estate tax and potential savings
00:09 - Overview of irrevocable trusts and beneficiary disclaiming
00:17 - Charitable remainder trusts and their benefits
00:30 - Personal residence trusts and their advantages
00:44 - Grand tour retained annuity trusts and irrevocable life insurance trusts
01:03 - Emphasis on tailored approaches and multiple tools
01:13 - Charitable giving and its significance
01:41 - Bigger charitable goals and Family Foundations
02:03 - Donor advised funds vs. active Family Foundations
02:47 - Contact information and closing remarks
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