Strategies to Lower Your Estate Taxes [Video]

by Financial Design Studio, Inc. / September 13, 2024

Estate tax exemptions can limit the assets your loved ones receive. In this video, a financial advisor and an estate planning attorney discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.

Resources Related to Estate Taxes

Listen to our full conversation in episode 50, “Changes to Estate Tax Exemptions with Heather Walser,” Find it by streaming the Behind the Designs podcast.

If you have more questions, then reach out! We specialize in complexities like executive compensation, tax planning, and investment management. Our team would love to see how we can help bring confidence to you and your family’s finances.

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Posted in Estate Planning, Finances & Your Family

Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.