2025 Tax Changes: Understanding the Lifetime Exemption and GST Sunsetting Provision

In this video, we’re diving into a crucial topic for estate planning: the sunsetting provisions of the Lifetime Exemption and Generation Skipping Transfer (GST) Tax.

What You'll Learn:
• Lifetime Exemption: How the current $13.61 million exemption per individual (or $27 million for couples) allows you to transfer assets without facing federal estate or gift taxes—and how this may change after 2025.
• GST Tax: Understand the importance of GST planning for transfers to grandchildren or other 'skip persons' and why this exemption is "use it or lose it" for married couples.
• Why Now?: With the 2025 sunset approaching, waiting could mean losing significant tax benefits, potentially resulting in millions lost to federal estate taxes.

Now is the time to review your estate plan, assess the value of your assets, and consult with experts. Don’t miss the opportunity to make the most of these historically high exemptions before they’re gone.

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Learn more: https://bit.ly/time-is-almost-up-for-the-GST-exemption
Contact us: https://bit.ly/rachel_pearl
Visit PCEs Valuation University: https://www.youtube.com/playlist?list=PLeCr7_FWVaHlfLnWaMfI-YkdWiPG_2AYl

Chapters:
0:00 Intro
0:19 What is the lifetime exemption?
1:23 What is the GST Tax?
2:08 When you should act
3:08 2025 outlook

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Тэги:

#EstatePlanning #TaxPlanning #LifetimeExemption #GSTTax #EstateTax #WealthPreservation #2025TaxChanges #SunsetProvisions #GiftTax #FinancialPlanning #TaxStrategies #LegacyPlanning #WealthManagement #BusinessOwners #EstateTaxExemption #GenerationSkippingTransfer #EstateValuation #EstateTaxes #EstatePlan #FamilyWealth

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