Estate Planning Fundamentals: Minimizing estate tax

from Wealth Planning Illuminated · host CIBC Private Wealth US

While taxes may not be the primary driver of your estate plan, considering your tax planning options can benefit both you and your beneficiaries. Depending on your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary

What this episode covers

While taxes may not be theprimary driver of your estate plan, considering your tax planning options can benefit both you and your beneficiaries. Dependingon your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary.

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Estate Planning Fundamentals: Minimizing estate tax

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This episode was published on November 1, 2021.

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