Equal Shares for Heirs? Not Unless You Take Taxes into Account Reviewed by Momizat on . 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 t 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 t Rating: 0
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Equal Shares for Heirs? Not Unless You Take Taxes into Account

Posted date: May 29, 2019 In: QuickPress

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.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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