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Federal Estate Tax Exemption
Manage episode 459169097 series 3634346
内容由Offit Kurman, Danielle Friedman, Herb Fineburg, and Max McCauley提供。所有播客内容（包括剧集、图形和播客描述）均由 Offit Kurman, Danielle Friedman, Herb Fineburg, and Max McCauley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley discuss the significant changes anticipated with the sunset of the Federal Estate Tax Exemption. They explain what the exemption is, how it impacts estates, and the strategic planning necessary to navigate potential changes post-2025. Topics include essential planning techniques, potential legislative changes, and advice on how to prepare for the uncertainties.
- Introduction to Federal Estate Tax Exemption (0:46)
- Current vs. Future Exemption Amounts (1:28)
- Hypothetical Example of Taxable Estate (2:47)
- Impact of Future Legislative Changes (3:53)
- Strategic Planning Techniques (5:23)
- Advantages of Early Planning (10:37)
- Conclusion and Recommendations (13:17)
If you are interested in learning more or have any questions, please feel free to contact Danielle at danielle.friedman@offitkurman.com, Herb at hfineburg@offitkurman.com, and Max at cmccauley@offitkurman.com.
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