The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

Live Life Liberated

English - August 16, 2023 16:14 - 27 minutes - 24.8 MB
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While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, …