Estate Planning For Married Couple With $10 Million Estate

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00:00 Planning for a $10 Million Estate
4:03 What the Sample Estate Consists Of
9:12 Incapacity Planning
31:43 What Happens When The First Spouse Dies?
1:00:37 What Happens When Surviving Spouse Dies?
1:15:12 Tax Consequences of a $10 Million Estate
1:27:58 Chat and Q&A

[@georgeilee]

Listened to the first 10 mins and it’s very accurate in the psychological aspect of having $10M so far

[@LJ-jq8og]

Hi Paul 👋: Could you pls do a segment on Estate Planning for a single parent with current 20 million estate... Recognizing that it will also likely grow well past that 2026 and beyond.... THANKS, Original long-term watcher & podcast listener ! Miss your jokes too 💪❤

[@maheshkrishnamurty]

4:12

[@LJ-jq8og]

@@maheshkrishnamurty 👍🙏

[@w3s77]

Is there a limit to the number of IDGT trusts one can open to utilize the $18k/yr gift exemption exclusion? If an individual had $15 mil in an estate, could they just open 100 IDGT trusts, give $18k and reduce the taxable estate to below the exemption amount?

[@kaps4695]

I dont have a 10 mil estate and I am watching this to do it right 😅