What are some of the tax implications to consider as part of an estate plan?
To name a few, there are homestead exemptions and protections. Then to categorize property, residential compared to investments or rentals. As well as the overall estate and gift tax that could be imposed at the time of inheritance.
Countless factors impact how an attorney may recommend you structure your estate plan to maximize tax benefits. Watch the video below to learn more from experienced estate planning attorney Stephanie Garces.