Player FMアプリでオフラインにしPlayer FMう!
聞く価値のあるポッドキャスト
スポンサード
Are You Prepared for the Sunsetting of Estate Tax Exemptions?
Manage episode 419275657 series 3317149
In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions.
As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape.
Chapters:
0:00 - Introduction and overview on the topic of the day
2:27 - Background information on Kristin Gaston
8:51 - What business owners and their families should be thinking about for their estate plans
11:07 - States have their own estate and inheritance taxes
14:33 - How you can reduce the taxes through proper planning
16:36 - Planning ahead for family businesses
19:40 - Leveraging charitable intent to curb taxes
23:31 - Who should be on your team of professionals to assist with estate planning
24:45 - Control vs. ownership
27:35 - How to get an estate plan review with Kristin and Generations Estate Law
29:39 - The five most important concerns of business owners and affluent families
30:54 - How to get in touch with Bob and his team
32:17 - Closing remarks
Connect with Bob Bedritis:
31 つのエピソード
Manage episode 419275657 series 3317149
In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions.
As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape.
Chapters:
0:00 - Introduction and overview on the topic of the day
2:27 - Background information on Kristin Gaston
8:51 - What business owners and their families should be thinking about for their estate plans
11:07 - States have their own estate and inheritance taxes
14:33 - How you can reduce the taxes through proper planning
16:36 - Planning ahead for family businesses
19:40 - Leveraging charitable intent to curb taxes
23:31 - Who should be on your team of professionals to assist with estate planning
24:45 - Control vs. ownership
27:35 - How to get an estate plan review with Kristin and Generations Estate Law
29:39 - The five most important concerns of business owners and affluent families
30:54 - How to get in touch with Bob and his team
32:17 - Closing remarks
Connect with Bob Bedritis:
31 つのエピソード
すべてのエピソード
×1 Avenues of Opportunity: SBA Loan Strategies for Business Owners 22:04
1 Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA) 31:39
1 Build a Business With Real Intrinsic Value with Craig Wigginton 29:07
1 Are You Prepared for the Sunsetting of Estate Tax Exemptions? 34:18
1 Making Your Business More Sellable and Getting a Higher Price 27:32
1 Estate Planning: The First Step to Business Succession 49:53
1 Planning on Selling Your Business? Think Again. 29:00
1 When is the Best Time to Sell My Business? Timing Considerations From an Investment Banker 45:24
1 The Benefits of Working With a Virtual Family Office 45:39
1 Five Critical Mistakes of Successful Family Businesses 29:46
1 Living an Amazing Life of Significance and Making a Difference in the World 39:41
1 Five Essential Tips for Donating Your Business Before You Exit 27:29
1 Culture of Leadership: Is Your Business Transition Ready? 40:09
1 Avoiding Retirement Plan Mistakes in Business Exit Planning 33:17
1 How Business Owners Can Utilize EOS for Advanced Planning Purposes 33:36
1 Do You Know Your High-Net-Worth Personality Type? 27:40
プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。