Estate Tax Sunset: Setting The Record Straight
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 Published On Mar 15, 2024

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00:00 Estate Tax Sunset
1:04 Should I Take Action?
1:54 Can I Take Advantage of the Large Exemption?
2:26 The Anti-Clawback Rule
2:55 Example: No Gift
3:28 Example: $5 Million Gift
4:22 Example: $13.6 Million Gift
5:16 Three Scenarios For Married Couples
5:51 Married Couple With Less Than $15 Million
6:25 Married Couple With Between $15 Million and $40 Million
7:16 Married Couple WIth Estate Exceeding $40 Million
7:49 Use It Or Lose It
8:21 Laws Can Change

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