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#284 | Elizabeth Schlesinger; Estate Planning, Rights of Children, Wealth Transfer

The Vance Crowe Podcast

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Capital Gains Tax Planning

There is some pressure on keeping things out of irrevocable trusts. The capital gains tax rates are increasing the highest capital gains tax rate is less than the estate tax rate which is 40 percent so many people first prioritize estate freeze planning like we were talking about moving assets out of their state. Even if assets are subject to capital gains tax at death it will be less than the 40 percent estate tax.

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