The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

Live Life Liberated
16/08/2023 27 min
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

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Episode Synopsis

While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, …

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