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How to NOT Outlive Your Assets

Updated: Apr 23, 2021


A quick review of the Estate Tax Part 3: Estate Tax Return Assets video and the final holdings of the wealthiest 13,429 Americans who outlived their assets in 2016.

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Estate Tax Part 2: The History of Estate Taxes


This video reviews the estate tax code changes from 1916 to 2021 and explains why married couples can transfer unlimited wealth between spouses and $23,400,000 to non-spouses without paying gift or estate taxes.

 
 
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Watch Guard Capital LLC (WGC) is a state Registered Investment Adviser in Arizona, California, Ohio, and Virginia.  WGC and our consultants may only transact business in states in which we are registered, or qualify for an exemption from registration.  All products and services are subject to the terms and conditions of any applicable laws and are only available in jurisdictions where they may be lawfully offered.  Our website is limited to the dissemination of general information and should not be considered a solicitation to transact securities or to provide personalized investment advice via the Internet.  Copies of our background information and service and fee disclosures are available by clicking the following links:

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