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In this video, Matt Dana and Todd Smith of Dana Whiting Law break down the three tiers of wealth planning and why the middle tier ($10–25 million in assets) can be the most challenging to address. While families under the exemption may not face immediate tax exposure, and ultra-high-net-worth families must always plan aggressively, those in this middle range face uncertainty. Changing tax laws, asset growth, and future estate tax thresholds could create significant problems if not planned for in advance.
Matt and Todd walk through practical Tier 2 strategies that reduce risk without adding complexity. From using Qualified Personal Residence Trusts (QPRTs) to protect and transfer homes, to leveraging life insurance and Irrevocable Life Insurance Trusts (ILITs) for liquidity, to exploring charitable remainder trusts for tax and legacy benefits—these tools are designed to preserve flexibility while protecting wealth. For families in this range, the right plan today can prevent major challenges tomorrow.
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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.
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By: Dana Whiting Law
Title: Tier 2 Estate Planning | Net Worth $10 - $25 Million
Sourced From: www.youtube.com/watch?v=0kaNlS8a3KQ
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