Estate Planning For Married Couple With $10 Million Estate

แชร์
ฝัง
  • เผยแพร่เมื่อ 1 ธ.ค. 2024

ความคิดเห็น • 7

  • @georgeilee
    @georgeilee 4 หลายเดือนก่อน

    Listened to the first 10 mins and it’s very accurate in the psychological aspect of having $10M so far

  • @LJ-jq8og
    @LJ-jq8og 6 หลายเดือนก่อน +5

    Hi Paul 👋: Could you pls do a segment on Estate Planning for a single parent with current 20 million estate... Recognizing that it will also likely grow well past that 2026 and beyond.... THANKS, Original long-term watcher & podcast listener ! Miss your jokes too 💪❤

    • @maheshkrishnamurty
      @maheshkrishnamurty 6 หลายเดือนก่อน +2

      4:12

    • @LJ-jq8og
      @LJ-jq8og 6 หลายเดือนก่อน

      @@maheshkrishnamurty 👍🙏

  • @daisynop995
    @daisynop995 15 วันที่ผ่านมา

    Hi 👋 great info! Can you do a video about Land?? My mom in law owns a piece of land free & clear and she wants to give it to us or our kids. She currently pays annual taxes. What are the next steps if she wanted to give the land while she is alive. Do we have to transfer of deed? Purchase it from her to transfer ownership? What are the tax benefits owning land? I really don't know where to start

  • @w3s77
    @w3s77 6 หลายเดือนก่อน +1

    Is there a limit to the number of IDGT trusts one can open to utilize the $18k/yr gift exemption exclusion? If an individual had $15 mil in an estate, could they just open 100 IDGT trusts, give $18k and reduce the taxable estate to below the exemption amount?

  • @kaps4695
    @kaps4695 6 หลายเดือนก่อน +1

    I dont have a 10 mil estate and I am watching this to do it right 😅