Equal Shares for Heirs? Not Unless You Take Taxes into Account
If clients fail to consider their heirs’ tax brackets when crafting estate plans, heirs could lose more money to taxes than they need to. Dividing taxable and tax-deferred accounts in accordance with the unique financial situation of each heir can lead to better results.
To read the full article in Kiplinger, click: Equal Shares for Heirs? Not Unless You Take Taxes into Account.