@mike.assayag: Your CPA isn't going to bring this up. That's not a knock on your CPA. A CPA's job is the return in front of them. Income, deductions, the current year, filed correctly and on time. They're good at it, and it's genuinely valuable work. But the estate tax isn't an income tax problem and it doesn't show up on any return they're preparing while you're alive. It's a structural exposure sitting outside their scope entirely, and it stays invisible right up until it's someone else's problem to file. The estate attorney has a similar gap. They'll build the trust, draft the will, get the documents right. What they typically don't do is solve for liquidity — where the cash comes from on the day a bill lands for forty percent of everything above the exemption, due in nine months, from an estate holding buildings and a business and very little else. So you can have a great CPA and a great attorney and still have nobody whose actual job is the question your family will face first: what gets sold to pay this. That question falls between two professionals who each reasonably assume the other has it covered. Most families discover the gap the same way. Not through a review or a warning, but during the nine months, when they're already inside it and there's nothing left to structure. Comment ESTATE and I'll walk you through where your family's liquidity would come from. 📌 Save this — a great tax return and a great will still don't produce cash in nine months. This is not legal or tax advice — consult your own attorney and CPA before making any decisions. Schedule a call with me: michaelassayaguhnwi.com #estateliquidity #premiumfinancelifeinsurance #estateattorney #uhnwi #rockefellermethod

There are no more comments for this video.

To see more videos from user @mike.assayag, please go to the Tikwm homepage.