@jakeclaverqfop: How the wealthy shrink a $50 million estate, on paper. Hold the assets in an LLC and get a formal valuation. You'd assume the company is worth exactly what it holds. But when you gift small slices of equity to family, the IRS allows a minority-interest discount, often 25 to 35%, because a partial stake is worth less than its share of the assets. That gap moves real wealth out of your taxable estate. Did you know gifts could be discounted like this?

Jake Claver

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Sunday 05 July 2026 14:03:58 GMT