Study Finds Estate Planning Solutions From Biden Tax Plan

A team lead by family corporate trustee management expert, Christopher Holtby, has published a report about estate tax issues and solutions affecting the top 1% of wealthy families in America. The report concluded:

a) Current estate and gift tax exemption amount, inflation adjusted, highest level in 100 years.
b) Top 1% have tripled their net worth since the 2009 financial crisis.
c) November election results could reduce estate and gift tax exemption amounts by 50% or more.
d) Wealthy families use South Dakota trust law benefits to mitigate potential reduction.
e) These ideas and suggestions follow logical and simple processes.

For questions about the report, a comment on the findings, or an introduction to the industry experts included in this report, contact, Christopher Holtby at [email protected]

Wealth Advisors Trust Company, based in South Dakota, revolutionizes trust administration with common sense.

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