How Trusts Can Reduce Estate Taxes (Before It’s Too Late)

Описание: Estate taxes may not feel like a problem today — but history, growth, and future tax law changes suggest that could change dramatically.

In this video, we walk through why estate taxes are often overlooked, how net worth growth alone can create a future estate tax problem, and how specific trust strategies can legally reduce or eliminate estate taxes when used correctly.

You’ll learn:
Why today’s estate tax exemption is not the number that matters
How inflation and investment growth push more families into estate tax risk
Why a living trust does not reduce estate taxes
Which trusts do reduce estate taxes — and when each one makes sense
How the wrong trust or asset choice can backfire

This is educational content only — trust strategies are highly specific and must be tailored to individual circumstances.

Chapters:
00:00 – Intro: How to Avoid Estate Taxes with a Trust
01:13 – How Estate Taxes Can Cripple You
03:14 – Why Today’s Estate Tax Exemption Creates False Confidence
05:01 – What is a Trust and How Can it Help
08:01 – 3 Trusts That Can Eliminate Estate Taxes
09:31 – Irrevocable Life Insurance Trust
12:17 – Charitable Remainder Trust
16:58 – Grantor Retained Annuity Trust
21:53 – The Keyes to Success in Using Trusts to Eliminate Estate Tax
23:17 – Doing it Right = Winning Big

Estate tax planning isn’t about one-size-fits-all solutions. If you’d like help evaluating whether trusts or other strategies make sense for your situation, our team would be happy to walk through your numbers and options with you.

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