When choosing the direction to take in estate planning, it’s important to consider the impact of the proposed estate plan on income tax basis. Basis is often overlooked when estate planning strategies are considered. This article examines how common estate planning strategies impact income tax basis.
- How Will You Age in Place and Be Able to Die at Home? - July 5, 2020
- How to Choose the Right Trustee - July 3, 2020
- Beneficiary Designations and Other Non-Probate Transfers - July 3, 2020