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