Passing It On: Estate Planning for Families

Do Inheritance Taxes Affect You? Understanding Estate Tax Rules


Listen Later

Understanding inheritance taxes can help you plan smarter. The federal estate tax — also known as the death tax — currently applies only to estates worth over $13 million for individuals and $27 million for married couples. While most people won't owe federal estate tax, some states have their own estate tax rules.

Learn what this means for your family's future and how proper estate planning can protect your assets.

California residents: Protect your legacy with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

...more
View all episodesView all episodes
Download on the App Store

Passing It On: Estate Planning for FamiliesBy Michael Pevney

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like Passing It On: Estate Planning for Families

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,053 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,991 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,469 Listeners

The Daily by The New York Times

The Daily

112,586 Listeners

Up First from NPR by NPR

Up First from NPR

56,830 Listeners

Tax & Estate Planning Law by Barry Gardiner

Tax & Estate Planning Law

20 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

50 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

44 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

820 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,229 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,645 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,616 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,440 Listeners

Real Estate the Ramsey Way by Ramsey Network

Real Estate the Ramsey Way

195 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

4 Listeners