• 0 Posts
  • 4 Comments
Joined 3 years ago
cake
Cake day: August 12th, 2023

help-circle



  • Dynasty trusts remove assets from a taxable estate permanently, letting wealth compound across generations without triggering a 40% estate tax at each death.

    The $15 million federal exemption, made permanent in 2026, defines who benefits. Estates comfortably below that threshold gain nothing from this structure.

    Forgetting to allocate GST exemption on IRS Form 709 in the gift year exposes every future generational transfer to a flat 40% tax.

    Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio

    What a way to end the introduction summary