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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