Is a Bypass Trust Necessary?

March 17, 2022 • Estate Planning

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.

How to Prepare for Higher Taxes

July 29, 2021 • Estate Planning

President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?

Tag: Appreciated Assets

Is a Bypass Trust Necessary?

How to Prepare for Higher Taxes

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