Understanding State Estate Tax Cliffs: Maximizing Your Estate and Giving Back

Ari Weisbard

Estate planning can be a minefield, especially with state estate tax "cliffs" that can hit your heirs with huge taxes if your estate is just a dollar over the limit. Learn how gifting to loved ones and making charitable donations can keep your estate below the cliff, saving your heirs thousands while supporting causes you care about. But beware of the lookback period for gifts to family! Discover how careful planning can maximize your legacy and minimize taxes. Read on for savvy tips to protect your wealth.

Navigating the Upcoming Changes in Federal Estate Tax Law and Leveraging GRATs for Estate Planning

Ari Weisbard

Big changes are coming to estate taxes, and the shrinking exemption could impact your family’s inheritance. But don’t worry, you’ve got options! Learn how GRATs (Grantor Retained Annuity Trusts) can help you manage these changes and keep more of your wealth within your family. Plus, discover how strategic charitable giving can not only reduce your taxable estate but also support causes you care about. Dive into this guide to smart estate planning and ensure your legacy is both generous and tax-efficient.