August 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals. Rob and Financial Sense Wealth Management's Jim Puplava also delve into topics such as irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), and the importance of proactive planning. Strauss also touches on charitable remainder trusts as a potential tool for managing large capital gains, and briefly discusses Qualified Charitable Distributions (QCDs) from IRAs. This conversation provides valuable insights for those looking to optimize their estate planning in light of potential tax law changes.
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