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  • Estate planning in 2025: What you can do now - LGA
    For instance, you could transfer $5 million worth of assets to an irrevocable trust with a provision that allows you to revoke the transfer until Dec 31, 2025 This gives you the flexibility to decide whether to finalize the gift based on the legislative outcome
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    Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation Larger estates tend to be more complicated, with multiple homes,
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    In this guide, we explore proven estate planning strategies tailored for high net worth families, combining legal precision with tax efficiency High net worth estate planning isn’t about drafting a will
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    We explore key estate planning strategies tailored for high-net-worth families Discover how to secure your wealth, minimize tax liabilities and ensure a smooth transition of assets to future generations
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    Explore estate planning strategies for high net worth families ahead of the 2025 tax exemption sunset
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    Married couples worth $10-14 million or individuals worth $5-7 million: You’re currently well below the exemption threshold but could find yourselves within range of estate taxes after the sunset It’s crucial to have a properly drafted revocable trust and understand advanced planning strategies
  • Estate planning in 2025 - kpmg. com
    Federal law provides a lifetime exemption that allows you to gift or bequeath a certain amount of wealth without having to pay transfer tax Under the Tax Cuts and Jobs Act of 2017 (TCJA), from 2018 through 2025, this exemption is doubled to $10,000,000 from its prior base amount of $5,000,000 This amount is adjusted annually for inflation
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    For individuals and families with net worth approaching or exceeding the future $5 million exemption level, the need for proactive estate tax planning cannot be overstated Procrastination or inaction could lead to a significant portion of your hard-earned wealth being eroded by estate taxes upon your passing
  • How High-Net-Worth Individuals Can Minimize Estate Taxes (How To)
    High-net-worth individuals face significant challenges in minimizing estate taxes, which can greatly impact the wealth passed on to heirs This blog post outlines effective strategies for estate planning, including the use of trusts and gifting methods, to help protect your legacy





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