Our national estate planning law firm website:
00:00 Focus on Capital Gains Tax Planning When Planning Your Estate
1:46 What is the Capital Gains Tax
3:06 The Capital Gains Tax Rates
4:13 Step Up in Basis
7:07 Carry Over Basis
8:51 The Federal Estate Tax
12:32 Actions That Result In Capital Gains Tax
16:00 What Happens When First Spouse Dies?
18:13 What Usually Happens When First Spouse Dies?
19:15 Nontax Reasons For 1st Spouse To Leave Assets to an Irrevocable Trust
20:22 Before Portability, Penalty for Lumping Assets into Surviving Spouse's Estate
21:40 Assets in QTIP Trust for Surviving Spouse Don't Get Stepped Up When Surviving Spouse Dies
23:09 Now: Estate Tax Exemption is High AND We Have the Portability Election
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By: Paul Rabalais | Estate Planning Attorney
Title: Why Capital Gains Tax Planning Matters More Than Estate Tax Strategies
Sourced From: www.youtube.com/watch?v=nwjFmMG_5Cc
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https://trendingintaxation.com/videos/tax-basics-trusts-explained-simply
