In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers can strategically shape one’s legacy. Tammi emphasizes the importance of timely action, coordination with a professional estate planning team, and regular reviews to ensure the effectiveness of the estate plan over time.
Here are some of the topics covered:
• What is a disclaimer?
• Estate Tax Overview
• How the disclaimer plan works to minimize estate taxes
• Benefits of Disclaimer Planning
• Key Considerations in Disclaimer Planning
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