Think Your Estate’s Too Small? That Could COST You BIG! скачать в хорошем качестве

Think Your Estate’s Too Small? That Could COST You BIG!

☎ Start Planning Your Estate Now👉 https://www.lestna.com/get-started Skipping estate planning because you're "not wealthy enough"? Wrong. Small estates still face probate, guardianship battles, and family conflict. Here's why you need a plan now. 00:00 Intro 00:45 Gifting Strategy to Reduce Taxes 01:48 0% Capital Gains Bracket Strategy 02:35 Step-Up in Basis 04:28 Using Trusts to Control and Protect Assets 06:48 Outdated Trust Structures 08:02 IRA Planning & The SECURE Act 11:27 Beneficiary Designations 12:36 State Estate & Inheritance Taxes 13:34 Final Thoughts --------- Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies. 🌍 Visit Lestna Retirement: https://www.lestna.com ✅ Request your free one-page financial plan: https://www.lestna.com/get-started Disclaimer: The content in this video represents my personal views and is intended solely for informational and educational purposes. The strategies and ideas discussed may not be appropriate for everyone. This video does not provide personalized investment, tax, or legal advice, nor does it constitute an offer to buy or sell any securities. The information presented is general in nature and not specific to any individual. Economic developments or changes in tax laws can significantly impact the example shared. Always consult a qualified professional for advice tailored to your unique situation. #estateplanning #taxplanning