New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds

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Before Dec 31, 2020, wealthy families need actionable ideas to use up their $11.58 estate tax exclusion with the benefits of top trust law states such as South Dakota for control and choice according to a report published by Wealth Advisors Trust Company. The Biden Tax Plan proposes reducing the current estate tax exclusion from $11.58 million to $6 million.

Estate Tax Exemption Throughout History

"Use it or lose it"

A team lead by family corporate trustee management expert, Christopher Holtby, has published a report about estate tax issues and solutions affecting the top 1% of wealthy families in America. The report concluded:

a) Current estate and gift tax exemption amount, inflation adjusted, highest level in 100 years.
b) Top 1% have tripled their net worth since the 2009 financial crisis.
c) November election results could reduce estate and gift tax exemption amounts by 50% or more.
d) Wealthy families use South Dakota trust law benefits to mitigate potential reduction.
e) These ideas and suggestions follow logical and simple processes.

For questions about the report, a comment on the findings, or an introduction to the industry experts included in this report, contact, Christopher Holtby at

Wealth Advisors Trust Company, based in South Dakota, revolutionizes trust administration with common sense.

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Christopher Holtby
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