A Founders Vision Should Extend Beyond Your Company [Video]

One the most important valuable pieces of advice that I can give:
-avoid as much taxes as possible, legally
-when you are alive and upon your demise.

You work very hard for every dollar that you earn, so protecting that is important for you and your family.

Unfortunately, you are not going to live forever, so you have to think about how to best plan for your estate for your family to maximize the value they receive.

Today’s federal estate tax exemption is $13.61 million per person or $27.22 million per married couple.

In 2026, this is due to sunset back down to $6-7 million per person or $12-14 million per married couple.

If your total net worth is greater than these thresholds when you factor in the value of your business and other assets, than you should be thinking about a powerhouse tool in estate planning called Spousal Lifetime Asset Trust (SLAT).

In a world where asset protection and financial planning are paramount, especially with an ever-growing net worth, a SLAT offers a compelling strategy for founders like you. Here’s why it’s crucial:

1. Asset Protection: A SLAT allows you to place assets into a trust, safeguarding them from future creditors and legal disputes—key for preserving your wealth.
2. Estate Tax Benefits: If your net worth exceeds federal exemption thresholds, a SLAT helps minimize the estate taxes your family might face, ensuring more of your hard-earned wealth directly benefits your loved ones.
3. Flexibility and Control: Despite transferring assets, you can design a SLAT in a way that still benefits your spouse during their lifetime, maintaining familial financial stability.

This tool isn’t just about asset management—it’s about ensuring the enduring impact of your success.

Your estate planning should match your ambition.

#estateplanning #SLAT #financialfreedom #startuplife