Here’s some of what we discuss in today’s show:
- Impact of recent tax law changes: how shifting rules affect IRA distributions and legacy strategies
- Changes to credit shelter trusts: why older structures may now create unintended tax issues
- State-specific estate tax considerations: the difference between federal and state requirements
- Simplifying estate plans: choosing options that adapt to future law changes
0:00 – Intro
0:32 – Inherited IRAs
1:30 – 10-Year Time Limit on IRAs
2:34 – Credit Shelter Trusts
4:31 – Permanent Estate Tax Exemption
6:14 –Minimize Income Tax in Your Estate Plan
7:23 – Understand the Flexibility in Your Plan
#taxlaw #taxplanning #estateplanning #taxlawchanges
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By: Best Path Advisors
Title: Tax Law Changes and Your Estate Plan
Sourced From: www.youtube.com/watch?v=uRyzIuYf1_k
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