The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, Associate Advisor, discuss how the QPRT strategy can help reduce your wealth transfer taxes. Seth and Samantha discuss: How a QPRT works and the process for setting it up The major tax benefits involved (estate and gift) Who is the ideal candidate for the QPRT strategy Potential risks related to QPRTs that you should keep in mind And more Connect with Seth Meisler: LinkedIn: Seth Meisler Connect with Samantha Lawrence: LinkedIn: Samantha Lawrence Connect With Centura Wealth Advisory: (858) 771-9500 Centura Wealth Advisory LinkedIn: Centura Wealth Advisory