Maximizing Estate Exemptions and Wealth Transfer Opportunities

This week, Amy Arnett talks with Bret Riddle, Senior Advanced Design Analyst at Pacific Life. They discuss maximizing the federal estate tax exemption, current legislation, and how high-net-worth individuals can take advantage of temporary doubled exemptions before the Sunset Rule in 2026. They also explore advanced planning tools like spousal lifetime access trusts (SLAT) and the role of life insurance in wealth transfer. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.