If you have concerns about the applicable federal or state level estate taxes that could negatively impact your financial plan, you may want to look into setting up a Bypass Trust.

00:00 Intro
01:10 Federal Estate Tax Overview
02:53 State Estate Tax Overview
03:52 Bypass Trust Overview
04:38 Example of Bypass Trust Efficacy
07:35 HEMS
08:05 What type of Assets go into Bypass Trust
09:50 Calls to Action

State Level Tax Map https://taxfoundation.org/data/all/st...

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