Changes to Estate Tax Exemptions with Heather Walser

Behind The Designs

Estate planning can be as much about taxes as it is about beneficiaries. With the Tax Cuts and Jobs Act of 2017 sunsetting in 2025, there are going to be significant changes to the Estate Tax Exemptions. In this episode, our guest Heather Walser, an estate planning attorney, shares the changes we expect as well as how people are structuring their estate plan to prepare.

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(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)

פרקים

1. Changes to Estate Tax Exemptions with Heather Walser (00:00:00)

2. Who is impacted by Estate Taxes? (00:02:40)

3. About the Tax Cuts and Jobs Act of 2017 (00:04:50)

4. How to value your total estate (00:11:52)

5. Know your Net Worth (00:19:53)

6. What tools can you use to plan? (00:24:37)

7. What's the timeline of these planning decisions? (00:31:28)

8. How do the exemption limits impact retirement accounts? (00:36:00)

9. Miscellaneous observations and closing thoughts (00:43:33)