10min chapter

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Inherited Account Deep Dive, Barista FI and Saving When Starting a Business | Rachael Camp | Ep 534

ChooseFI

CHAPTER

Navigating Trusts and Estate Taxes

This chapter explores the tax implications of various asset ownership structures, focusing on trusts and the concept of step up in basis. It highlights the significance of proper estate planning, beneficiary designations, and the unique considerations surrounding inherited accounts to ensure favorable financial outcomes.

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