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Are You Prepared for the Sunsetting of Estate Tax Exemptions?
Manage episode 419275657 series 3317149
Το περιεχόμενο παρέχεται από το Bob Bedritis. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Bob Bedritis ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions.
As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape.
Chapters:
0:00 - Introduction and overview on the topic of the day
2:27 - Background information on Kristin Gaston
8:51 - What business owners and their families should be thinking about for their estate plans
11:07 - States have their own estate and inheritance taxes
14:33 - How you can reduce the taxes through proper planning
16:36 - Planning ahead for family businesses
19:40 - Leveraging charitable intent to curb taxes
23:31 - Who should be on your team of professionals to assist with estate planning
24:45 - Control vs. ownership
27:35 - How to get an estate plan review with Kristin and Generations Estate Law
29:39 - The five most important concerns of business owners and affluent families
30:54 - How to get in touch with Bob and his team
32:17 - Closing remarks
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