As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.

Jeff Gilbert has been operating his law practice in Mukilteo, WA since 1995, serving the greater Snohomish, King, and Island county. His practice focuses primarily in the areas of estate, trust, probate, family law, contract review and preparation, and small business formation. He is involved in the local community, serving as past president and as a board member for the Mukilteo Chamber of Commerce and in the Chamber's scholarship committee. Jeff lives in the city of Mukilteo since 1992 with his wife and 3 daughters.

This episode was filmed at Honor Coffee in Downton Bellevue, a coffee shop serving the finest coffee, matcha, and baked goods.

Tune into the Episode on YouTube

Listen to the Episode on Apple Podcasts or Spotify

If you have questions about this episode, or if we can be of service, be sure to get in touch with us below!