随着时间稳步迈向2025年,采取行动的紧迫性 遗产规划 怎么说都不为过. 的 current tax laws present a fleeting opportunity for affluent individuals and families to transfer a substantial portion of their wealth to their heirs with significant tax advantages. 的 chance to utilize the doubled lifetime giving exemption amounts is an unprecedented opportunity that is set to expire at the end of 2025, 有可能立法进一步减少这些限制,甚至更快.
当前的经济气候, 以熊市为特征的, 进一步强调了现在采取行动的及时性. 通过在经济低迷时期转移资产, you not only maximize the tax efficiency of your gifts but also set the stage for potentially greater appreciation in your heirs’ hands. 这一战略时机允许更有效的财富转移, 遵循“低价购买”的原则,为你所爱的人提供更多的东西.
LBMC财富顾问随时准备帮助您在这些复杂的水域中航行. 让我们抓住这一时刻,创造一份反映你们的愿景和价值观的遗产. 联系LBMC财富顾问 now to start shaping your estate’s future before the opportunity slips away with the changing tides of legislati在一个d the economy.
大卫·弗雷德里克.D., LL.M. 是LBMC的高净值税收和规划高级经理,PC. David is an attorney by background and his practice at LBMC is focused on advising 高净值人士 on matters of 遗产规划, 企业继任计划, 还有税收减免. 可以联系到他 大卫.frederick@hurongyun168.com or 615-690-1931.
LBMC tax tips are provided as an informational and educational service for clients and friends of the firm. 的 communication is high-level and should not be considered as legal or tax advice to take any specific action. Individuals should consult with their personal tax or legal advisors before making any tax or legal-related decisions. 除了, 所提供的资料和数据基于被认为可靠的来源, 但我们不保证其准确性或完整性. 上述资料以所示日期为准,如有更改,恕不另行通知.