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Estate taxes can be a heavy burden, but Dana Whiting Law has a strategy to help you navigate this complex issue. In this video, attorneys Matt Dana and Trevor Whiting introduce a unique approach called "The Washing Machine," designed to help high-net-worth individuals effectively zero out estate tax.
By utilizing a Testamentary Charitable Lead Annuity Trust (T-CLAT), this method offers a smart way to protect your wealth while supporting charitable causes. With upcoming changes to federal estate tax exemptions, this strategy becomes even more important to consider for safeguarding your assets and ensuring your beneficiaries receive the maximum value of your estate.
To learn more about how this strategy works and how it can benefit you, contact Dana Whiting Law today.
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00:00 - Is your net worth of $50 Million?
00:12 - Matt and Trevor's strategy to zero out Estate Tax
00:22 - What is a T-CLAT
00:36 - "The Washing Machine" and why our high net worth clients love it
01:19 - How we can guarantee a client that they will never have to pay Estate Tax?
01:42 - Zeroing out Estate Tax with a 15-year wash cycle (Trevor gives examples here)
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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: Zeroing Out Estate Tax with "The Washing Machine" | Protect Your Wealth and Maximize Inheritance
Sourced From: www.youtube.com/watch?v=wmEH6XS6S1s
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