The $15M Estate Tax Exemption Explained
One of our favorite episodes yet! In this episode of The Wealth Cafe, we’ll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but “permanent” in the sense of the law means something far different. So, make sure to tune into this informative episode, so that you don’t get caught acting too late on your estate.
What we’ll cover:
✅ New law affecting estate taxes.
✅ Clawback protection strategy.
✅ Common mistakes to avoid.
✅ How gifting can impact estate tax exemptions.
So, if you’re…
The skinny
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