The current federal estate tax exemption is at 12 million plus per person, with the new numbers for next year bringing it close to 13 million. For married couples, this amount doubles to around 25 to 26 million. Higher net worth individuals face unique challenges with estate taxes and capital gains. Learn how we define high net worth and the specialized estate planning strategies we use to minimize tax burdens.
Check out the full-length video here:
Learn more about Estate Planning for High Net Worth Individuals on our website:
Over the years at Dana Whiting Law we have implemented plans for our high-net-worth clients that will save their families hundreds of millions of dollars in Estate Taxes when they die, using the most cutting-edge strategies available – as legal experts, we also have many strategies that will save business owners millions of dollars in capital gains when they sell their company in the future.
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ABOUT DANA WHITING LAW
We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.
Our guarantee is simple, we want to make sure that your estate plan is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.
This channel is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read or view on this site. Using this site or communicating with Dana Whiting Law through this site does not form an attorney/client relationship.
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By: Dana Whiting Law
Title: Defining High Net Worth: Estate Planning and Tax Strategies
Sourced From: www.youtube.com/watch?v=0xiJ3EEMPgQ
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