With the help of this episode, individuals and families can make informed decisions about their estates and ensure a well-executed wealth transfer plan that aligns with their financial goals.

 

This episode kicks off with an overview of estate taxes, explaining how they are applied to the transfer of assets from a deceased person to their beneficiaries. 

 

Zacc Call and Laura Hadley highlight the key factors that determine estate tax liability, such as the value of the estate, current tax laws, and available exemptions that could apply to your estate!

 

Zacc and Laura discuss:

 

• How to find out if you need to worry about estate taxes

• Some recent changes to tax laws and how these may affect your estate plan

• All the maximum $ amounts you need to need to know when gifting or transferring funds within your family

• Strategies you can use in your estate plan to limit the amount of estate tax you pay

• And more

 

Resources:

 

• Guided Path 5-1 The Estate Plan Everyone Should Have with Jayson McGinnis

• Guided Path 5-2 Trusts and Wills

• Guided Path 5-3 Naming Beneficiaries

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network