Estate Planning for High Net Worth Individuals| Dana Whiting Law

In this video attorneys, Matt Dana and Trevor Whiting as they dive into the complexities of estate planning for high net worth individuals. In this discussion, they cover what "high net worth, "means and the unique challenges and strategies involved, and their extensive experience in tax education and estate planning.They explain how estate planning for high net worth individuals differs significantly due to the complexity of tax issues, such as estate taxes and capital gains.
Matt Dana and Trevor Whiting are the founders of Dana Whiting Law and they specialize in estate planning, probate, and trust administration. Their estate planning experts at Dana Whiting Law are here to ensure that you receive the best service and legal care you deserve when it comes to estate planning!
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ABOUT DANA WHITING LAW
We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.
Our guarantee is simple, we want to make sure that your estate plan is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.
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[@ericchen1205]

Using the irrevocable trust as the solution to reduce estate tax may not be worth the ongoing admin trouble (filing tax return on the irrevocable trust), the cost of corporate trustee, and the high income tax brackets for the assets in the irrevocable trust.

[@knpstrr]

So less than $25M-$26M we can use legal zoom

[@MadOldMan-ck5wq]

No please don’t greedy trustees and thieves use these to steal our wealth when we’re vulnerable, hire a Prebate Probate Arbiter Trust Advisor. They put their clients needs ahead of their own with a Nickel or Dime solution to the Estate Plan crime and Litigation Quarter.

[@kennethguilory]

We the clients are fed up with high-net-worth inheritance thieves who change our documents when we're too vulnerable to reach out for help. So we will hire NICER authorized Administration Lawyers who defend families with the forgery proof NICER validated and certified administration 33-year reformed Latin Law Model Interdiction Trust. Arriving in a few months to avoid financial elder abuse.

[@marguithalocks9874]

Marguitha Locks

[@MadOldMan-ck5wq]

Marguilory Rocks!