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Estate Planning with Precious Metals 

Estate Planning with Precious Metals

The following article is created by Orion Metal Exchange for the benefit of our investors and perspective investors alike. We seek to provide relevant content concerning precious metals and the impact caused by the economy and geopolitical trends that will most likely place impact on your financial future. If you are interested in learning about precious metal investing, call 1-800-559-0088, for a FREE investor kit. 

What is Estate Planning? 

Estate planning is the process through which you legally select who you want to designate your assets when you pass away. Estate planning allows the transfer of tangible assets like property, vehicles, collectibles, personal possessions of value, and intangible assets like stocks and bonds. 

The main goal of an estate plan is to transfer assets to designated heirs in a way that allows the minimization of estate taxes

Estate Planning?

Estate Planning with Precious Metals 

You can include provisions for precious metal investments like gold or silver bullion coins in an estate plan. According to experts, you would need the following elements to make your estate plan: 

An Attorney: You will need an attorney to assist with your estate plan. They can advise and help you structure your estate plan.  

A Will: It is a legal document describing the procedure through which the heirs receive the precious metal assets.  

An Executor: You would also designate an executor whose role is to deal with debts and the distribution of assets.

Here are a few ways to transfer your precious metals through an estate plan: 

1. Donate to a Trust or Foundation 

You can give a part of your precious metal holdings to a charity, institution, or hospital that you support. 

2. Pass It to Loved Ones 

You could select legal heirs to your precious metal investments through your estate plan and can offer them your estates after departure. According to the IRS, an inheritance below $11.7 million is exempt from tax. 

3. Gift it To Friends and Family 

To remain within estate law guidelines, consider offering assets as a gift to your heirs. According to the IRS, you can give anyone a gift worth $16,000 tax-free. To ensure compliance, consult with an attorney before exercising this option. 

FAQ: Your Key to Understanding!   

How do fluctuations in the market value of precious metals affect estate planning strategies?

Market value fluctuations of precious metals impact estate planning by affecting asset valuation, inheritance distributions, and overall wealth preservation strategies, necessitating adaptive approaches for optimal outcomes amidst market movement. 

Can metals be held within trusts for estate planning?

Yes, precious metals such as gold and silver can indeed be held within trusts for estate planning purposes. Trusts offer a secure means to manage and distribute these assets to beneficiaries, ensuring their preservation and strategic allocation as part of a comprehensive estate plan.

What are the tax implications of including precious metals in an estate plan compared to other assets?

The tax implications of including precious metals in an estate plan may differ from other assets, with considerations for estate taxes and potential capital gains taxes upon sale. Expert guidance is crucial to navigate these complexities and optimize tax outcomes within your estate planning strategy. 

A precious metals IRA account

A precious metals IRA offers the ability to own precious metal coins in physical gold, silver, platinum, and palladium and receive the benefits included in an IRS approved retirement program. If you are looking to invest in gold or silver, Orion Metal Exchange will help you select the best precious metals IRA program to suit your personal needs and goals. Simply call to get started 1-800-559-0088.  

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