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  1. www.investopedia.com › articles › personal-financeA Quick Guide to High-Net-Worth Estate Planning - Investopedia

    Dec 31, 2022 · But the passing of the Tax Cuts and Jobs Act (TCJA) in 2017 increased the exemption for gift and estate taxes—together called a unified credit—altogether. The exemption is: $12.92 million per ...

    • Dan Moskowitz

  2. smartasset.com › estate-planning › high-net-worthEstate Planning for High-Net-Worth Individuals (HNWI)

    May 7, 2023 · This can be an effective strategy for those with a high net worth. The Tax Cuts and Jobs Act increased the lifetime federal gift and estate tax exemption to $12.92 million per individual for 2023. For married couples, the amount is $25.84 million. In 2023, you can give a gift of $17,000 ($34,000 for couples) per year, per person under this ...

  3. www.longangle.com › high-net-worth-estate-planningYour Bucket List for High Net Worth Estate Planning (and More)

    Apr 3, 2024 · 4 Essential High Net Worth Estate Planning Strategies. Estate planning strategies for high-net-worth individuals typically involve all of the following: 1. Comprehensive Will and Trust Structure. A robust will and carefully structured trusts form the foundation of any estate plan and dictate asset distribution. 2.

  4. www.joincake.com › blog › estate-planning-for-highEstate and Advance Care Planning for High Net Worth People - Cake

    Oct 9, 2023 · Learn why estate planning for high net-worth people is important and how to plan with helpful checklists and answers to FAQs. We use cookies to improve your experience. By accepting, you agree to our Cookie Policy .

  5. blacksburg-law.com › insights › estate-planning-forEstate Planning for High Net Worth Individuals and Families ...

    Jul 21, 2023 · Estate planning is a critical aspect of financial strategy, particularly for high net worth individuals and families.With their substantial wealth and intricate financial landscapes, these individuals face unique challenges and opportunities that demand a specialized approach to preserve and transfer wealth effectively.

  6. www.ppli.com › estate-planning › estate-planning-forEstate Planning For High Net Worth Families: Ultimate Guide

    Dec 10, 2023 · Estate planning is a crucial aspect of financial management for high net worth families. Proper estate planning ensures that your wealth is preserved and distributed according to your wishes, while minimizing tax liabilities and addressing complex issues that may arise. Today, we will explore the importance of estate planning for high net worth ...

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