At the most foundational level, planning for non-taxable estates means ensuring clients have appropriate documents like wills, trusts, and powers of attorney in place.
This guide explores how to take planning for non-taxable estates even further, with strategies that focus on minimizing income taxes, planning for IRA-heavy estates, and leveraging capital gains strategies.
Some principles of planning for non-taxable estates covered in this guide include:
- How to approach basis
- Basics of capital gains
- Income tax considerations
- State estate taxes
- Illustrative sample scenarios for key ideas
Published: Jul 23, 2024
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