Wealth planners and their clients have much to discuss, as the current lifetime exclusion levels for estate taxes are slated to sunset on December 31, 2025. Learn about valuable strategies that allow family businesses to stay intact and allow wealth to be passed on to the next generation:
- Transfer a percentage of the business to beneficiaries while the founder is still alive
- Leverage each spouse’s lifetime exclusion
- Transfer various assets into an intentionally defective grantor trust
- Gifting to a spousal lifetime access trust (SLAT)
Download the white paper to learn more.