Equal Shares for Heirs? Not Unless You Take Taxes into Account
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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.