Key topics covered include:
-The Role of Capital Gains and Step-up in Basis: A deep dive into how capital gains taxes and the step-up in basis can affect your estate planning.
-The SECURE Act and Income Taxation of Retirement Plans: Insights into the SECURE Act and how it influences the income taxation of retirement accounts in estate planning.
-Washington State Estate Tax Insights: Specific considerations and strategies for managing Washington State's estate tax effectively.
-Federal Gift Tax and Estate Tax Dynamics: An exploration of the interplay between federal gift tax and estate tax, and how they impact your estate planning decisions.
-Preparing Your Questions: Encouragement to actively engage with your own estate planning scenario, with advice on evaluating your current plans in light of tax implications.
-Interactive Q&A Session: The webinar includes an interactive portion where Derek and Anita address real-time questions from participants, providing tailored advice and clarifications.
This session is invaluable for anyone looking to optimize their estate planning in line with current tax laws and regulations. Whether you are just starting to think about estate planning or looking to update your existing plans, this webinar provides crucial insights and strategies.
For further information or personalized advice, feel free to visit our website or contact us at [email protected].
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By: Jensen Estate Law
Title: Tax Savvy Estate Planning
Sourced From: www.youtube.com/watch?v=pq53eXn7OHw
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https://trendingintaxation.com/videos/how-your-taxes-will-change-in-2026-save-thousands-amp-avoid-costly-mistakes
