Radio Ad 6 – Optimal Tax Planning
from Radio Ads
Is your current plan vulnerable to high trust income tax rates? Flexible trusts can avoid these high rates, and still provide lifelong asset protection to beneficiaries. Is your old-style AB trust growing a capital gains monster? Smart basis planning wipes out capital gains with selective step-up, blocking any step-down in basis, and you are still protected from estate tax.
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This episode is 1 minute long.
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This episode was published on June 4, 2022.
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