In this episode, Justin and Drew talk about tax issues that often come up when working on an estate plan. They get into tax issues that people tend to worry about but shouldn’t and tax issues that people should worry about but don’t, touching on estate taxes, gift taxes, capital gains taxes, and taxes relating to retirement accounts.
What You’ll Learn:
- Why the estate and gift taxes are often red herrings in estate planning
- Which tax may be the most important but most overlooked when planning
- What you need to know about how retirement accounts are different