Guided Path 5-4 Estate Taxes The Financial Call

With the help of this episode, individuals and families can make informed decisions about their estates and ensure a well-executed wealth transfer plan that aligns with their financial goals.
 
This episode kicks off with an overview of estate taxes, explaining how they are applied to the transfer of assets from a deceased person to their beneficiaries. 
 
Zacc Call and Laura Hadley highlight the key factors that determine estate tax liability, such as the value of the estate, current tax laws, and available exemptions that could apply to your estate!
 
Zacc and Laura discuss:
 
How to find out if you need to worry about estate taxes
Some recent changes to tax laws and how these may affect your estate plan
All the maximum $ amounts you need to need to know when gifting or transferring funds within your family
Strategies you can use in your estate plan to limit the amount of estate tax you pay
And more
 
Resources:
 
Guided Path 5-1 The Estate Plan Everyone Should Have with Jayson McGinnis
Guided Path 5-2 Trusts and Wills
Guided Path 5-3 Naming Beneficiaries
 
Connect with Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
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