Income Tax Basis in Estate Planning – Part 2

Home Our Blog Income Tax Basis in Estate Planning – Part 2

By Barry Zimmer on April 18th, 2018 in Estate Planning, Legal Education

When choosing the direction to take in estate planning, it’s important to consider the impact of the proposed estate plan on income tax basis. Basis is often overlooked when estate planning strategies are considered. This article examines how common estate planning strategies impact income tax basis.

Income Tax Basis in Estate Planning – Part 2