The current federal estate tax exemption ($11.58 million in 2020) means that many people aren’t concerned with estate tax. But they should still plan to save income taxes. For example, be careful making lifetime transfers of appreciated assets. It’s true that the assets and future appreciation generated by them are removed from your estate. But
income tax basis
Oct 14, 2020
Why it’s important to plan for income taxes as part of your estate plan
- By Victor Dozzi
- Estate
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