Think Your Estate’s Too Small? That Could COST You BIG!

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Skipping estate planning because you're "not wealthy enough"? Wrong. Small estates still face probate, guardianship battles, and family conflict. Here's why you need a plan now.

00:00 Intro
00:45 Gifting Strategy to Reduce Taxes
01:48 0% Capital Gains Bracket Strategy
02:35 Step-Up in Basis
04:28 Using Trusts to Control and Protect Assets
06:48 Outdated Trust Structures
08:02 IRA Planning & The SECURE Act
11:27 Beneficiary Designations
12:36 State Estate & Inheritance Taxes
13:34 Final Thoughts

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Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies.

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Disclaimer: The content in this video represents my personal views and is intended solely for informational and educational purposes. The strategies and ideas discussed may not be appropriate for everyone. This video does not provide personalized investment, tax, or legal advice, nor does it constitute an offer to buy or sell any securities. The information presented is general in nature and not specific to any individual. Economic developments or changes in tax laws can significantly impact the example shared. Always consult a qualified professional for advice tailored to your unique situation.

#estateplanning #taxplanning