Specific topics we’ll cover include:
- The impact of federal legislation on estate taxes, as well as state estate tax considerations
- The different kinds of trusts (such as revocable and irrevocable) and who should consider them
- Charitable strategies that can help manage taxes and support the causes you care about
- The tax implications of inheriting retirement accounts – traditional IRAs, Roth IRAs, and 401(k)s – or real estate
- Lifetime gifting strategies if you are interested in passing on assets while you’re still aliv
Questions? Drop them below 👇and we’ll reply right in the comments.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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#estateplan #trust #estatetax #gifttax
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By: Fidelity Investments
Title: Tax And Trust Strategies For Your Estate Plan | Insights Live℠ | Fidelity Investments
Sourced From: www.youtube.com/watch?v=JEr0XlKoZ4g
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Did you miss our previous article...
https://trendingintaxation.com/videos/how-do-i-leave-an-inheritance-that-wont-be-taxed
