453: News of the Week 08/14/24
Wealth Formula by Buck Joffrey
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Navigating Future Estate Tax Changes
This chapter explores anticipated reductions in estate tax limits, discussing the importance of strategic estate planning for individuals with estates above the new thresholds. It highlights the benefits of specific financial strategies, including tax-deferred contributions and tax-free life insurance benefits, in maximizing wealth transfer while minimizing tax burdens. The conversation also covers premium financing in light of interest rate changes, presenting innovative approaches to estate planning that avoid extra costs and leverage historical market performance.
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