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Strategic Legacy Building: Advanced Strategies in Estate Planning
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Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones.
Key Points:
- Overview of estate and gift taxes, emphasizing thresholds for taxation at federal and state levels.
- Techniques discussed:
- Tax-free gifts up to $18,000 per individual annually.
- Direct payment of tuition and medical expenses to institutions.
- Charitable contributions and trusts for tax deductions and reducing estate tax burden.
- Irrevocable trusts such as charitable remainder trusts and grantor retained annuity trusts.
- Family limited partnerships to reduce estate tax through minority interest discounts.
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If you want written materials on the subject, please click on the link to our blog:
7 Advanced Estate Planning Strategies to Reduce Estate Taxes:
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