Is your retirement plan built to avoid taxes not only while you're alive but also once you've passed away? Do you have an estate plan that strategically avoids state estate taxes? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].
Do you live in a state that has an ugly estate tax?
Many of us consider estate taxes something only the super-wealthy have to deal with. And with a $12M exemption at the federal level, federal estate taxes really only affect those with large assets.
But, at the state level, it's a completely different story.
Some states have an estate exemption of only $1M. Other states have estate taxes that start at over 10%.
In this video, we cover the states with these expensive estate taxes and give you a few ideas for how you can avoid them.
0:00 Estates Taxes are Not Just For the Uber Wealthy
0:25 The Federal Estate Tax
1:42 State Estate Taxes on a $1M+ Estate
3:32 Will I Be Subject to State Estate Taxes?
4:37 Two More States With Estate Taxes
5:57 The Double Taxed Estate Tax
7:34 More States with Estate Taxes
10:22 Strategies to Avoid Estate Taxes
#EstatePlanning #EstateTaxes #RetirementPlanning
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