Legacy’s Latest | Use It Or Lose It – August 11, 2023
Hosted by: Brent Bunger and Richard Baer
Are you aware of the looming estate tax increase in 2025? In today’s discussion, Brent and Richard analyze the following:
- The impact of a 50% reduction in the amount of wealth exempt from Federal Estate Taxes.
- Spousal Lifetime Access Trusts (SLATs)
- Retirement Plan Maximization
- Market Performance
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