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#396 | Inheritance Tax Secrets Every Family Should Know
Manage episode 493589040 series 3558777
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#396 | Inheritance Tax Secrets Every Family Should Know ๐๐ป๐ต๐ฒ๐ฟ๐ถ๐๐ฎ๐ป๐ฐ๐ฒ ๐ง๐ฎ๐
: ๐ก๐ผ๐ ๐๐น๐น ๐๐ฒ๐ถ๐ฟ๐ ๐๐ฟ๐ฒ ๐๐ฟ๐ฒ๐ฎ๐๐ฒ๐ฑ ๐๐พ๐๐ฎ๐น
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๐ญ Think your family is in the clear when it comes to inheritance tax? Think again.
Even if you don't possess substantial wealth, your location and the nature of your beneficiaries can significantly impact what gets passed on and what gets taxed.
๐ฅ In this video we share key insights every New Yorker and New Jerseyan should hear โ especially if your beneficiaries include anyone outside your immediate family.
๐ Don't assume you're automatically protected. Watch this to potentially save your loved ones considerable money and stress.
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Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
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If you want to talk more about anything estate planning, elder law or probate related:
http://yourplanningattorney.com
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
Family protection
Simplicity and efficiency for our clients
Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal โ to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
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