Gifts to Charity and Family
Create trusts which give some to family, some to charity
Create “Private Retirement Accounts”
Diversify low basis asset within a tax free environment
Give Right Type of
Property
Property which will be heavily taxed
Low Basis
IRA Beneficiary Designations
Income tax (28%-39.6%)
Estate tax (37%-55%)
Generation Skipping tax (55%)
Where
do I go from here?
Decide upon goals
What would you like to have happen?
Educate yourself on the issues and options
Find trusted professionals
Commit to implementing a plan Top
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