New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds

RAPID CITY, S.D., Oct. 18, 2020 /PRNewswire-PRWeb/ --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.

Information
Retrieved on: 
Sunday, October 18, 2020 - 4:05pm
Organisation: 
Wealth Advisors Trust Company
Content
Key Points: 
  • RAPID CITY, S.D., Oct. 18, 2020 /PRNewswire-PRWeb/ --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.
  • c) November election results could reduce estate and gift tax exemption amounts by 50% or more.
  • 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 holtby@wealthadvisorstrust.com
    Wealth Advisors Trust Company, based in South Dakota, revolutionizes trust administration with common sense.




New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds

RAPID CITY, S.D., Oct. 18, 2020 /PRNewswire-PRWeb/ -- 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 holtby@wealthadvisorstrust.com

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

 

SOURCE Wealth Advisors Trust Company