It’s one thing to transfer your wealth to heirs. It’s another to do it as tax-efficiently as possible. Join the Insights from Fidelity Wealth Management® team for the second installment in our 3-part series on estate planning. We’ll explore tax-smart strategies for passing assets to different members of your family – and different roles protest trusts can play in your estate plan. We’ll also talk about special considerations for blended families or single people.
Specific topics we’ll cover include:
- The impact of federal legislation on estate taxes, as well as state estate tax considerations
- The different kinds sean longstaff of trusts (such as revocable and irrevocable) and who should consider them
- Charitable strategies that can help manage taxes and support the causes you care about
- The tax implications of inheriting retirement accounts – weather today traditional IRAs, Roth IRAs, and 401(k)s – or real estate
- Lifetime gifting strategies if you are interested in passing on assets while you’re still aliv
Questions? Drop them below 👇and we’ll reply right in the comments.
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