EPISODE #003

2018 ESTATE TAX RULE CHANGES

TOPICS

Financial Planning

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Estate Tax: The 2018 Rule Changes

In this episode, John discusses the estate tax rule changes and how they may impact your financial plan.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

What you’ll learn from John in this episode:

Opportunities to pass $22.4 million without inheritance tax.
The doubled credit shelter amount and the Generation Skipping Tax (GST) exclusion
Also, how to re-think the use of trusts and valuation discounts to complete and accelerate gifts
How to potentially double your Spousal Lifetime Access Trust (SLAT) gift
Furthermore, why to consider investing more money into Irrevocable Life Insurance Trusts
Beneficiary Defective Irrevocable Trusts (BDIT).
- How you can keep control and grow money outside of your estate.
- How to pass to your beneficiaries without Inheritance Tax
Ways to restructure your assets to make use of the Dynastic Trust
Finally, potentially powerful benefits derived from Valuation Discounts

Download our free e-book, Five Ways Your Wealth Is Under Attack.

Call us at 732-542-1565 to schedule a Wealth Curve Conversation.

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* This award should be subjectively bestowed, and the process of its receipt readily explained by objective data.
Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

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