Avoid These Tax Surprises in Your Estate Plan
Автор: Fontana Financial Planning
Загружено: 2025-07-10
Просмотров: 1093
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In this episode of Cup of Bull, Michael Dunham discusses the intricacies of estate taxes, including the current estate tax limits and the implications for individuals and couples.
He emphasizes the importance of tax planning opportunities that go beyond estate taxes, such as IRA distributions, state-specific estate tax considerations, and gifting strategies.
The conversation highlights the need for proactive planning to minimize tax liabilities and maximize the inheritance for heirs.
Chapters:
00:00 Understanding Estate Taxes and Limits
04:22 IRA Distributions and the 10 Year Rule
05:37 Roth Conversion to Minimize Taxes
7:42 State-Specific Estate Tax Considerations
09:50 Cost Basis Step Up in Community Property States
11:44 Gifting Properties to the Next Generation
12:25 Gifting and Trust Strategies and Their Implications
14:03 Reviewing the Four Planning Opportunities
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